Relationship Manager, Consumer Banking

BANK OF CHINA LIMITED; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A leading financial institution in Singapore is seeking a Relationship Manager to provide financial advice and tailored wealth management solutions to mass-affluent customers. The ideal candidate should have at least 1 year of financial advisory experience and strong interpersonal skills. This role focuses on building relationships and managing customer portfolios to achieve sales targets.

Qualifications

• At least 1 year of relevant financial advisory experience in banking and/or financial services.
• Equipped with necessary regulatory certifications (CMFAS Modules).
• Good knowledge of wealth management and investment products.

Responsibilities

• Provide comprehensive financial advice and wealth management solutions.
• Establish new customer relationships and manage customer’s wealth portfolio.
• Meet sales targets and deliverables consistently.

Skills

Sales Skills

Interpersonal Skills

Financial Advisory

Wealth Management Knowledge

Education

Diploma qualification or higher

Job description

Responsibilities

We are looking for qualified wealth-planning professionals to join our Consumer Banking team. As a Relationship Manager, you are self-driven, enjoy interacting with people and are adept at building a network of customers via tele-prospecting and in-person interactions. With a focus on forging long-term relationships with our mass-affluent customers, you are able to tailor holistic financial planning solutions to address customers’ unique needs and grow their wealth with us.

• Provide comprehensive financial advice and wealth management solutions for retail customers, including but not limited to insurance and unit trusts
• Be well-versed in the bank’s products and services to address customers’ financial needs
• Establish new customer relationships, proactively develop and manage your customer’s wealth portfolio to generate revenue
• Consistently meet sales targets and all other deliverables

Requirements

• Diploma qualification or higher
• At least 1 year of relevant financial advisory experience in banking and/or financial services. Candidates with more years of relevant experience will be considered for a Senior Relationship Manager role.
• Equipped with the necessary regulatory certifications for advising investment products as classified under the FAA regulatory framework, namely CMFAS Module 5, 8, 8A, 9, 9A and Health Insurance
• Strong interpersonal skills and results-oriented with professional conduct and a proven ability to consistently achieve sales targets
• Good knowledge of wealth management and investment products, as well as industry trends