Senior Wealth Relationship Manager (Onshore)

adecco personnel pte ltd; Singapore; On-site; SGD 90,000 - 150,000; Full time

Job summary

Adecco Personnel Pte Ltd is seeking a Senior Premier Banking Relationship Manager to acquire, manage and grow a portfolio of onshore Premier clients in Singapore. You will deliver top-tier financial advisory services across a wide range of products, tailoring solutions to client goals.

You will nurture relationships with new and existing clients, sharing market insights and investment opportunities, and actively pursue new business opportunities through prospecting and follow-ups.

Qualifications

• Bachelor's Degree or min diploma in any discipline.
• Min 3 years of Premier Relationship Manager experience (Candidates with lesser experience will be considered for junior relationship manager position)
• CMFAS certifications
• Good knowledge of investment, insurance and treasury products.

Responsibilities

• Conduct comprehensive financial needs analyses and provide tailored financial advisory & investment solutions to help Premier Banking clients achieve their financial goals.
• Build and strengthen relationships with new & existing customers by regularly sharing market updates, insights and financial products.
• Identify, engage, and follow up with individual prospects to generate new business opportunities.

Skills

Relationship management

Financial advisory

Prospecting & networking

Communication

Education

CMFAS certifications

Bachelor's Degree or Diploma

Job description

The candidate will be responsible for acquiring, managing and growing a portfolio of Onshore Premier clients, while delivering top-tier financial advisory services using a wide range of competitive financial products available in the market.

Responsibilities

• Conduct comprehensive financial needs analyses and provide tailored financial advisory & investment solutions to help Premier Banking clients achieve their financial goals.
• Build and strengthen relationships with new & existing customers by regularly sharing market updates, insights and financial products.
• Identify, engage, and follow up with individual prospects to generate new business opportunities.

Requirements

• Bachelor's Degree or min diploma in any discipline.
• Min 3 years of Premier Relationship Manager experience (Candidates with lesser experience will be considered for junior relationship manager position)
• CMFAS certifications
• Good knowledge of investment, insurance and treasury products.

Vernon Quek

EA License No: 91C2918

Personnel Registration Number: R23111972