[Job ID: 401769]
Key Responsibilities:
- Manage High Net Worth client portfolios.
- Serve domestic clients in Singapore and international clients from non-assigned countries.
- Promote a comprehensive range of financial products, including FX Trades, Bonds, Structured Notes, Funds, and Bancassurance.
- Leverage the bank’s broad product offerings to fulfill clients' wealth management objectives.
- Develop and maintain strong relationships with assigned clients, ensuring high levels of customer satisfaction and loyalty.
- Serve as the primary point of contact for client queries, needs, and concerns, managing the overall client experience.
- Proactively engage with clients to understand their financial goals and offer tailored banking and investment solutions.
Maintain regular contact with clients, ensuring timely follow-ups on all requests and issues. - Identify and convert sales opportunities from existing client relationships, enhancing revenue growth.
- Seek new business opportunities by networking and generating leads within the assigned region.
- Manage a portfolio of clients and provide ongoing monitoring of their financial needs.
Ensure clients' portfolios are aligned with their long-term goals and offer timely solutions to address any changes in their financial situation. - Conduct regular portfolio reviews with clients and provide advice on managing their assets, liabilities, and investments.
- Provide expert advice and guidance to clients on various banking products, investment options, and financial planning.
- Stay up-to-date on the latest financial trends, regulations, and market conditions to advise clients appropriately.
- Tailor product offerings to suit the needs and risk profiles of clients, helping them make informed decisions.
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 Mei Qi
EA Personnel Registration Number: R24125475
EA License No.: 07C5771
