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Jobs in Singapore   »   Jobs in Singapore   »   Finance / Banking / Insurance Job   »   (Senior) Relationship Manager, Retail Banking
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(Senior) Relationship Manager, Retail Banking

Bank Of China Limited

Job Highlights

  • Attractive salary package (basic + fixed monthly allowance + quarterly incentive)
  • 5 days work week, permanent, full time
  • min 21 days AL + birthday benefits + wellness incentive

Job Description

  • Detailed wealth planning for retail customers
  • Bridging customers’ financial gaps with wealth management products, namely insurance, deposits, unit trusts and mortgages through customers’ needs-based profiling
  • Proactively manage and build customer relationships
  • Up-sell to existing customers through in-branch activities, road shows, referrals, tele-consulting and follow-up appointments

Requirements

  • A recognised University Degree or professional qualifications
  • At least 1 year of experience in banking wealth planning. Candidate with more years of relevant experiences will be considered for senior role.
  • Necessary regulatory certifications for advising investment products as classified under the FAA regulatory framework, namely CMFAS Module 5, 8, 8A, 9, 9A and Health Insurance
  • Effectively bilingual in English and Chinese so as to communicate with Chinese-speaking customers
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