Wealth & Banking Relationship Manager

State Bank of India, Singapore; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A leading banking institution in Singapore is seeking a Sales & Advisory professional. This role includes marketing retail banking and investment products, providing advisory services, and ensuring operational efficiency. Candidates should have a Bachelor's Degree, relevant experience in financial sales, and CMFAS certifications. Proficiency in Indian dialects is advantageous, reflecting the bank's customer demographics. Strong interpersonal skills and compliance knowledge are essential for success in this position.

Qualifications

• Bachelor's Degree or equivalent; preferably in Banking, Insurance & Financial Services.
• Preference for MBAs/Executive MBAs.
• Proficiency in Indian dialects (Hindi/Tamil) is advantageous.
• 1-2 years of experience in sales of financial products and services.
• CMFAS certifications required: M5, M8, M8A, M9, M9A, HI, BCP, PGI.
• Excellent customer-focused mindset and strong interpersonal skills.
• Sound knowledge of banking, wealth management, and insurance products.
• Strong understanding of financial compliance and regulatory requirements in Singapore.

Responsibilities

• Market a range of retail banking and investment products.
• Upsell and cross-sell the Bank's suite of products and services.
• Offer advisory services recommending suitable wealth management products.
• Manage customer issues and ensure prompt resolution.
• Be responsible for 100% accuracy in forms submitted to Operations.
• Support technology initiatives towards customer convenience.

Skills

Sales and advisory

Customer relationship management

Operational efficiency

Regulatory compliance knowledge

Interpersonal skills

Education

Bachelor's Degree or equivalent in Banking, Insurance & Financial Services

MBA/Executive MBA

Job description

A leading banking institution in Singapore is seeking a Sales & Advisory professional. This role includes marketing retail banking and investment products, providing advisory services, and ensuring operational efficiency. Candidates should have a Bachelor's Degree, relevant experience in financial sales, and CMFAS certifications. Proficiency in Indian dialects is advantageous, reflecting the bank's customer demographics. Strong interpersonal skills and compliance knowledge are essential for success in this position.