Relationship Manager, Consumer Banking

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

Job summary

A major financial institution in Singapore is seeking a Relationship Manager to provide tailored financial planning and wealth management solutions to retail customers. The ideal candidate will have a diploma or higher education and at least one year of relevant financial advisory experience. You will be responsible for establishing new customer relationships, managing portfolios, and achieving sales targets in a dynamic banking environment.

Qualifications

• At least 1 year of relevant financial advisory experience in banking or financial services.
• Equipped with necessary regulatory certifications for advising investment products.
• Strong interpersonal skills and ability to achieve sales targets.

Responsibilities

• Provide comprehensive financial advice and wealth management solutions.
• Establish and manage new customer relationships to generate revenue.
• Meet sales targets consistently.

Skills

Interpersonal skills

Sales target achievement

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