[Job ID: 401769]
Responsibilities:
- Develop and maintain long-term relationships with priority banking clients by providing tailored financial solutions that meet their individual needs.
- Manage a portfolio of priority banking clients, ensuring a high level of customer satisfaction and retention.
- Build trust and credibility with clients through regular meetings, understanding their financial needs, and offering suitable products and services.
- Conduct professional, consultative financial analysis and profiling to understand clients' financial goals and objectives.
- Provide expert advice on a wide range of financial products, including investments, insurance, loans, and other wealth management solutions.
- Stay informed about market trends, economic conditions, and new financial products to offer clients the best options.
- Achieve sales targets for new business acquisition, cross-selling, and up-selling of financial products to clients.
Identify and source new clients through referrals, networking, and marketing activities. - Actively pursue opportunities to expand the client base and increase wallet share.
- Foster strong, ongoing relationships with clients to ensure their continued business and satisfaction.
- Proactively address client concerns and resolve issues to maintain client loyalty.
- Implement strategies to reduce client attrition and retain key accounts.
- Continuously monitor the performance of clients' portfolios and make recommendations to optimize financial outcomes.
- Review clients’ financial goals regularly to ensure alignment with their evolving needs and market conditions.
- Provide high-quality and efficient after-sales service, ensuring client satisfaction and addressing any concerns promptly.
- Offer tailored solutions to resolve clients’ banking or investment needs in a timely manner.
Requirements:
- Prior experience as a Relationship Manager within Priority/Privilege/Premier Banking.
- Personal Bankers with a proven sales track record or Financial Advisors qualified for MDRT are encouraged to apply.
- Demonstrated sales expertise and ability to work with high-net-worth (HNW) clients.
- Knowledge of wealth management products like FX, bonds, and structured notes.
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: Sandy Ng
EA Personnel Registration Number: R24125475
EA License No.: 07C5771
