Description

The client that we are partnering with is a prestigious bank that is well known for their personalised wealth management services. They are expanding their team of wealth management experts and are in a pursuit for experienced relationship managers to join them.

Job Responsibilities

• Relationship building with high net worth (HNW) clients
• Understand the financial goals of HNW clients and offer wealth management solution such as insurance, leverage products, structured products and investment products to help them protect & grow their wealth
• Provide excellent customer service and banking experience
• Regularly send customers information relating to market movements and trend analysis on the financial products that they have purchased and present new and suitable opportunities to customers
• Engage in networking and marketing campaigns to increase customer base
• Comply with all regulations and controls as set by the Bank and external regulatory authorities

Skills and Requirements

• Minimum 3 years of sales of financial products experience
• Strong knowledge on financial instruments and products
• Effective communication skills
• Analytical and logical thinking

Only shortlisted candidates will be responded to, therefore if you do not receive a response within 14 days please accept this as notification that you have not been shortlisted.

CW
Reg. No. R2199597
BeathChapman Pte Ltd
Licence no. 16S8112