Job Order:669731
Responsibilities:
- Proactively identify and engage potential HNW clients to expand the bank's portfolio.
- Conduct comprehensive financial profiling to understand clients’ investment goals and align them with suitable financial products and solutions.
- Develop and implement strategic client acquisition plans in collaboration with the branch manager and senior leadership.
- Present and promote a diverse range of banking products, including investment instruments, structured products, and bancassurance solutions.
- Maintain strong relationships with clients, providing ongoing market insights, financial trends, and updates to support their investment decisions.
- Collaborate with internal teams to ensure a seamless onboarding process and exceptional client experience.
- Drive targeted marketing initiatives and participate in client-focused events to enhance the bank’s market presence.
Requirements:
- Minimum of 1-3 years of experience in client acquisition or relationship management within the banking industry.
- Proven track record of working with HNW clients, showcasing the ability to meet their complex financial needs.
- Degree in Business, Finance, or a related discipline from a recognized institution.
- Strong communication, negotiation, and interpersonal skills.
- Results-driven, proactive, and capable of managing a fast-paced environment.
Why Join Us?
Be a key player in a bank known for delivering innovative and personalized financial solutions. Join a high-performing team where your contributions are valued, and your career can reach new heights.
We regret that only shortlisted candidates will be notified. However, all applications will be added to our resume bank for future opportunities.
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EA Personnel Name: Gabriel Tan
EA Personnel Reg. No.: R22104076
EA Licence No.: 07C5771
