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Offshore Relationship Manager
4 weeks ago
As a Relationship Manager, in addition to providing team support to your counterparts, you will be expected to actively develop the accounts within your own portfolio to meet quarterly sales targets as stipulated in the “Quarterly Scorecard” as well as ensure that relationships are managed professionally in line with compliance ethics.
Job Purpose
- Maximize new business/acquisition/referral opportunities and deepening existing customer relationships to the specified service standards for the Priority Clients segment
The Role Responsibilities
- To conduct a professional, consultative financial analysis and profiling session with customers to meet their financial needs/objectives
- To foster and deepen customer relationships by providing regular market information updates and trend analysis on local and international financial products (North Asia, Malaysia, Indonesia, ROW, India market etc.)
- In consultation with the PB team manager/branch manager/ PTL, draw up monthly plans for achieving/exceeding sales targets to meet new business and customer acquisition goals
- To participate in marketing and promotional activities for customer acquisition
- To source and call on individual prospect
- To provide quality, efficient after-sales service
- To manage anti-attrition and retention of clients
- To organise and conduct sales presentations to groups, clubs, associations, companies and other organisations
- To solicit referrals from other parts of Bank e.g. RMs from C&I, staff, etc
- To comply with all applicable money laundering prevention procedures and in particular, report any suspicious activity to the Transaction Monitoring Unit
- To ensure compliance with all regulations and controls as set by the Bank and external regulatory authorities.
Our Ideal Candidate
- Understands the core concepts, principles, processes or procedures of Wealth Management and Banking
- Experience in Relationship Management
- Proficiency in Business language as the incumbent will be supporting relevant market
Please also provide the following information in the resume to facilitate processing.
1) Reasons for leaving current and/or last employment
2) Last drawn and/or current salary
3) Expected salary
4) Date of availability / Notice Period
We regret that only shortlisted candidate will be notified. Your application will be treated in strictest confidence.
For more career opportunities, please visit our website at www.solinvictus.com.sg. We wish you all the best in your career search.
EA Personnel : Ng Soon Wang
Reg No. : R1330561
EA Licence No. : 21C0465
Tell employers what skills you have
Wealth Management
Interpersonal Skills
Investments
Customer Relationships
Relationship Management
Private Banking
Customer Acquisition
Compliance
Financial Analysis
Communication Skills
Banking
Team Player
Customer Service
KYC