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Premier Wealth Manager

1 month ago

Singapore ASCEND RECRUITMENT PTE. LTD. Full time
Roles & Responsibilities

Job Description:

  • Acquiring and prospecting new customers for the Premier Wealth Offshore segment
  • Planning and managing clients' assets by matching financial and investment product solutions to their financial needs and working closely with the various product specialists
  • Building a strong client relationship network through dedicated services and international network
  • Contributing to the bottom-line of Premier Wealth through the accomplishment of profit and growth targets
  • Maintaining a high standard of service quality and be compliant with the necessary rules and regulations at all times.

Job Requirements:

  • 4 years' relevant banking experience and a consistent sales tracking record in financial products
  • A performance-driven individual who exhibits strong interpersonal, communication skills and good at tele-consulting
  • Sound knowledge of banking products and services including investment products such as unit trusts, bancassurance, and treasury products
  • Mature and independent mindset, able to work effectively under pressure
  • Willing to travel to prospect, acquire and build / bring their own base of clientele
  • Relevant CMFAS certifications

Interested candidates, please click Apply or send your detailed Resume to:

Jerald@ascendrecruitment.sg or +65 8883 8395

Ascend Recruitment Pte Ltd (EA License No.: 24C2089)

Jerald Tan Jin Jie (Reg. No.: R22108037)

Tell employers what skills you have

Wealth Management
Sales
Treasury
Investment Strategies
Financial Planning
Interpersonal Skills
Wealth
Compliance
Pressure
Communication Skills
Banking
Financial Advisory
Unit Trusts
Business Development
Financial Services