Our client in the Banking sector is looking to hire multiple positions for the role of Relationship Manager (Onshore and Offshore).
The Role Responsibilities
The purpose of the role is to :-
- Maximize new business/acquisition/referral opportunities and deepening existing customer relationships to the specified service standards
Implementation and oversight of the below individual responsibilities:
- To conduct a professional, consultative financial analysis and profiling session with customers to meet their financial needs/objectives.
- To foster and deepen customer relationships by providing regular market information updates and trend analysis on local and international financial products
- In consultation with the Team Manager/ Team Lead/ Cluster Head, draw up monthly plans for achieving/exceeding sales targets to meet new business and customer acquisition goals
- To participate in marketing and promotional activities for customer acquisition in local language.
- To source and call on individual prospects
- To provide quality, efficient after-sales services
- To manage anti-attrition and retention of clients
- To organise and conduct sales presentations to groups, clubs, associations, companies and other organisations.
- To solicit referrals from other parts of bank eg. stakeholders, RMs, staff, etc.
- To comply with all applicable money laundering prevention procedures and in particular, report any suspicious activity to the Transaction Monitoring Unit.
- To ensure compliance with all regulations and controls as set by the Bank and external regulatory authorities.
KEY MEASURABLES
- Agreed individual sales target
- Agreed service standards to customers
- Operation control and sales compliance
Our Ideal Candidate
- Broad and/or deep understanding of the more sophisticated or specialized aspects in Wealth Management and Banking
- 5 years of relevant experience applying this in the full range of typical situations and some more complex contexts
- Experience in Managing Local and International market.
- Good understanding and command of Mandarin for incumbents supporting the Chinese market.
Please provide the following information in the resume to facilitate processing.
1) Reasons for leaving current and/or last employment
2) Last drawn and/or current salary
3) Expected salary
4) Date of availability / Notice Period
We regret that only shortlisted candidate will be notified. Your application will be treated in strictest confidence.
We wish you all the best in your career search.
Ng Soon Wang
Reg No. : R1330561
EA Licence No. : 21C0465
