Senior Relationship Manager - Wealth Advisory SG

CIMB; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A leading banking institution in Singapore is seeking an experienced wealth management professional to evaluate clients' needs and provide tailored investment solutions. The role involves regular client communication, achieving sales targets for banking products, and ensuring compliance with regulatory standards. Candidates should possess a degree, required professional licenses, and at least three years of experience in wealth sales. Strong networking and negotiation skills are essential for success in this dynamic environment.

Qualifications

• Minimum 3 years of wealth sales experience.
• M5, M6, M6A, M8, M9, M8A, M9A, M1B, and HI certifications required.

Responsibilities

• Evaluate customers' needs and provide wealth solutions.
• Design and recommend wealth solutions to meet customer objectives.
• Plan and organize daily schedule for sales activities.
• Conduct daily calls to customers to offer assistance.
• Update clients on holdings and investment performance.
• Achieve monthly sales targets.
• Fulfill training requirements set by the organization.
• Ensure accuracy in application processes.

Skills

Networking

Prospecting

Negotiation

Self starter

Good articulation

Well versed in Insurance and Investments

Education

Degree or Diploma from local institution

Job description

Responsibilities:

Business Performance and Management

• To evaluate customers' needs and provide solutions in the areas of wealth protection and accumulation, retirement planning, estate preservation and endowment planning.
• Design and recommend wealth solution to meet the objectives of the customers.
• Take initiative to plan and organize daily schedule for various sales generating activities.
• Conduct daily calls to the customers in their portfolio base to arrange for appointments and to offer assistance to them.
• To regularly update their clients on their holdings and investment performance.
• Achieve monthly sales target for various banking products with consistency.
• Fulfill training requirements which are set by the organization.
• Ensure completeness and accuracy in application process to minimize reworks.

Regulatory Compliance

• Ensure compliance with Group Policy and Standards and procedures of the Bank.
• Ensure sales process is met and follow throughout and maintain BSC grading of A/B.
• Ensure proper screening and gathering of customer information to satisfy KYC procedure.

Requirements:

Qualifications

• Degree or Diploma with local institution

Professional Qualification and/or Regulatory, Licensing Requirements

• M5, M6, M6A, M8, M9, M8A, M9A, M1B, and HI

Relevant Work Experience

• Minimum 3 years of Wealth sales experience

Competencies/Skills

• Networking
• Prospecting

• Negotiation
• Self starter
• Good articulation
• Well versed in Insurance and Investments