Relationship Manager (Premier Banking)
11 months ago
You will be reporting to Team Head of Premier Banking.
As a Wealth Manager, you need to provide financial services such as strategic planning and mana..
You will be reporting to Team Head of Premier Banking.
As a Wealth Manager, you need to provide financial services such as strategic planning and management of client’s wealth. Additionally, training and guidance will be provided.
• Active sourcing and acquisition of new clients to achieve Bank goals
• Understand and assess client’s needs so as to offer sound financial advisory through network of insurance providers, investment & foreign exchange specialists to assist clients in making accurate decisions
• Cultivate dedicated and long-term relationship with clients
• Operate in accordance to Bank standards and industry regulatory requirement
• Required to coordinate with other business areas to address client queries
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