Senior Wealth Manager

2 days ago


Singapore WILLMARK ADVISORY PTE. LTD. Full time
Roles & Responsibilities

Senior Wealth Manager

Our client is a Global Financial Institution and are searching for a Senior Wealth Manager for the Premium Segment to join their Offshore organisation.

Responsibilities:

  • Responsible for acquiring and prospecting new customers
  • Client Relationship Management.

Requirements:

  • At least 4 years of relevant banking experience with a proven consistent sales 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
  • Relevant CMFAS certifications is a must
  • Willing to travel to prospect, acquire and build / bring their own base of clientele

If you're interested in this role, click 'apply now' to forward an up-to-date CV or send your CV to Sean@WillmarkAdvisory.com

If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career.

EA License Number: 25S2730

Tell employers what skills you have

CRM
Wealth Management
Lead Generation
Treasury
Investment Strategies
Microsoft Excel
Financial Planning
Interpersonal Skills
Relationship Management
Wealth Accumulation
Wealth
Selling
Sales Process
Investment Management
Emotional Intelligence
Communication Skills
Banking
Financial Advisory
Unit Trusts
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