Relationship Manager Onshore Market

Good Job Creations (Singapore) Pte Ltd; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A recruitment agency is seeking candidates for a Premier Banking role focused on acquiring and managing affluent clients. The ideal candidate will have 2-3 years of sales experience in banking, strong understanding of financial products, and excellent interpersonal skills. Responsibilities include developing client relationships, achieving sales targets, and providing financial solutions. This position offers opportunities for professional growth in a dynamic environment.

Qualifications

• Minimum of 2-3 years of experience in sales within the banking and financial services industry.
• Proven track record of achieving sales targets.
• Strong understanding of financial products including investments and insurance.

Responsibilities

• Acquire and prospect new Premier Banking customers.
• Develop and deepen client relationships to achieve business objectives.
• Provide professional financial analysis and recommend tailored solutions.

Skills

Sales experience

Interpersonal skills

Communication skills

Financial product knowledge

Education

University degree with relevant certifications

Job description

Job ID :988016
Key Responsibilities

• Actively acquire and prospect new Premier Banking customers from the onshore market
• Develop and deepen client relationships to achieve business objectives and personal growth targets.
• Contribute to the overall success of Premier Banking through consistent sales performance and exemplary customer relationship management.
• Provide professional consultative financial analysis to affluent clients, identifying their needs and recommending tailored financial planning solutions.
• Regularly update clients with market trends, insights, and potential investment opportunities.
• Promote and cross-sell an extensive range of banking products, including investment solutions such as unit trusts, insurance plans, and treasury products.
• Ensure superior customer service standards to enhance client satisfaction and loyalty.

Requirements

• A minimum of2-3 years of experience in saleswithin the banking and financial services industry, preferably managing affluent clients.
• Proven track record of achieving and exceeding sales performance targets.
• A recognized university degree with relevant certifications (e.g., CMFAS certifications: RES1A, RES1B, RES2B, RES5, CM-EIP, CM-SIP, M8, M8A, M9, M9A, HI).
• Strong understanding of financial products, including investment and insurance offerings.
• Exceptional interpersonal and communication skills, with the ability to engage and provide consultative advice to clients effectively.
• Self-motivated with a proactive approach, capable of working independently and in collaboration with team members.
• Demonstrates creativity, initiative, and a results-driven mindset.
  
  
  
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  EA Personnel Name:Gabriel TanEA Personnel Reg. No.:R22104076EA Licence No.:07C5771