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Relationship Manager

4 weeks ago

Singapore GOOD JOB CREATIONS (SINGAPORE) PTE. LTD. Full time
Roles & Responsibilities

[ID No:401667]


Responsibilities

  • Identify the Clients’ Wealth, Protection, Home Loan, and other Financial needs via Branch Walk-In Consultations or Tele-Advisory over the Phone
  • Work with Bancassurance Specialists, Investment, and Product Specialists to provide bespoke Product and Service Recommendations that are tailored to your Clients’ needs
  • Leverage on the Bank’s extensive suite of sophisticated Investment products offered to Retail Banking clients
  • Attend to Customer Enquiries, Issues, Feedback and Complaints in a prompt and professional manner
  • Administer Know Your Customer (KYC) and Customer Due Diligence (CDD) processes when onboarding new Clients

Requirements

  • Minimum Local Diploma, or Degree
  • Keen to explore wealth management roles , and with a driven attitude.
  • Love engaging with people and having conversations with indviduals.

Additional Information

  • Excellent Career Progression
  • Generous Benefits: Overseas Incentive Trips + Quarterly Awards + Up to 25 days Annual Leave

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.

EA Personnel Name: Tan Gabriel

EA Personnel Reg. No.: R22104076

EA Licence No.: 07C5771


Tell employers what skills you have

Wealth Management
Lifestyle
Due Diligence
Financial Planning
Interpersonal Skills
Wealth
Retail Banking
Deposits
Banking
Working Under Pressure
Financial Advisory