Banking Associate Relationship Manager
3 weeks ago
Banking Associate Relationship Manager (SFA /FAA)
1. Assist the Head of Securities Marketing in Treasury
2. Day-to-day overall activities related to Investment Accounts to achieve its overall objectives and targets.
3. Investment are Regulated Activities under the Securities and Futures Act (SFA) and the Financial Advisers Act
(FAA)
4. Develop client relationships to build market share and enhance client asset size over time.
5. Achieve annual revenue targets and objectives.
6. Handle client’s request and instruction directly, including trade processing and inquiries on operational issues.
7. Assist customers in the investment account opening application by providing necessary guidance, disclosures
and explanations to them
8. Categorization of customers (e.g. professional investors, customers with / without derivative knowledge, etc.)
9. Explain the product features, risks, fees and charges
10. Perform suitability assessment and eliminate unsuitable products
11. Conduct other selling process and obtain the required acknowledgement and confirmations from customers
to satisfy the disclosure requirements.
12. Keep updated on market trends, different investment products and services, and give input for new product
development by being aware of clients’ investment needs.
Full Job Description will be provided upon sending your application.
Apply now and be part of a fast expanding bank in Singapore.
Interested applicants, please click "APPLY NOW" or send your resume to joselito@careerstory.com.sg
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Joselito | EA Registration: R25126580
Tell employers what skills you have
Wealth Management
Audit and Compliance
Treasury
Middle Office
Regulatory Compliance
Assessing
Wealth Management Services
Securities
Selling
Project Finance
Financial Analysis
Banking
Customer Satisfaction
Product Development
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