Premier Private Clients
2 weeks ago
Job details:
Posted 01 April 2023
SalaryNegotiable
LocationSingapore
Job type Permanent
DisciplineBanking & Financial Services
Reference262431_
Responsibilities:
-
- Actively acquire and prospect new customers for the Premier Banking
- Private Client (Onshore) segment (AUM S$1 million & above).
- Develop and strengthen their relationships with the Bank in accordance with relevant business goals.
- Contribute to the bottomline of Premier Private Client through the accomplishment of profit and growth targets.
- Manage the relationships with new and existing affluent customers through professional consultative financial analysis.
- Upsell, crosssell and provide regular market information updates and trend analysis to these customers.
- You will also ensure superior customer service and contribute to the overall customer experience of Premier Private Client.
- Recognized university degree
- 5 years or more of wealth management sales experience in the banking and financial services industry, preferably in managing the affluent segment with proven track record in sales performance.
- Sound knowledge of banking products and services including investment products such as unit trusts, bancassurance and treasury products.
- Strong interpersonal, communication skills and good at teleconsulting.
- Initiative, integrity, and ability to work independently and as a team.
- Drive to succeed and is focused and disciplined to achieve the sales quota and revenue.
Business Registration Number:
D
License Number:
10C5117 EA
Personal Registration Number:
R
LI-CP1
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