Job Order: 401769
Responsibilities
- Drive new business acquisition and referrals while nurturing existing customer relationships to meet and exceed service standards for our Priority Clients segment.
- Conduct thorough financial analyses and consultative profiling sessions to understand and address customers' financial needs and objectives professionally.
- Cultivate lasting customer relationships by providing timely market updates and insightful trend analyses on both local and international financial products
Requirements
- At least 2 years of experience managing with clients in the financial services space and show consistent sales performance
- Sound knowledge of banking products and services including investment products such unit trust, dual currency, corporate bonds, structured notes and leveraging facilities
Eligible Candidate Profiles
- Priority/Premier/Privilege/Preferred Banking Relationship Managers
- Retail Bankers/Financial Consultants/Insurance Advisors with excellent sales performance seeking broader product range and career progression into HNW segment
We regret that only shortlisted candidates will be notified. However, rest assured that all applications will be updated to our resume bank for future opportunities.
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EA Personnel Name: Tan Gabriel
EA Personnel Reg. No.: R22104076
EA Licence No.: 07C5771
