Responsibilities
We are looking for qualified wealth-planning professionals to join our Retail Banking team. As a Prestigious Wealth Management Relationship Manager, you are self-driven, enjoy interacting with people and are adept at building a network of customers via tele-prospecting and in-person interactions. With a focus on forging long-term relationships with our mass-affluent customers, you are able to tailor holistic financial planning solutions to address customers’ unique needs and grow their wealth with us.
- Provide comprehensive financial advice and wealth management solutions for Prestigious Wealth Management and retail customers, including but not limited to insurance and unit trusts
- Be well-versed in the bank’s products and services to address customers’ financial needs
- Proactively develop and deepen relationships with customers assigned to you while also expanding your customer base and establishing new customer relationships to generate revenue
- Consistently meet sales targets and all other deliverables
Requirements
- Diploma qualification or above
- At least 2 years of relevant financial advisory experience in banking and/or financial services
- Equipped with the 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
- Strong interpersonal skills and results-oriented with professional conduct and a proven ability to consistently achieve sales targets
- Good knowledge of wealth management and investment products, as well as industry trends
