Premier Private Clients Advisor

2 weeks ago


Singapore Ambition Full time

Responsibilities:
-


  • Actively acquire and prospect new customers for the Premier Banking
  • Private Client (Onshore & Offshore) segment (AUM S$1.5 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.
  • The drive to succeed and is focused and disciplined to achieve the sales quota and revenue.
Data provided is for recruitment purposes only

Business Registration Number:
D

License Number:
10C5117 EA

Personal Registration Number:

R
LI-CP1
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