Premier Banking Relationship Manager

3 weeks ago

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

Job ID :401769Key Responsibilities
  • Actively acquire and prospect new Premier Banking customers from the onshore market (Singapore).
  • Develop and deepen client relationships to achieve business objectives and personal growth targets.
  • Contribute to the overall success of Premier Banking through consistent sales performance and exemplary customer relationship management.
  • Provide professional consultative financial analysis to affluent clients, identifying their needs and recommending tailored financial planning solutions.
  • Regularly update clients with market trends, insights, and potential investment opportunities.
  • Promote and cross-sell an extensive range of banking products, including investment solutions such as unit trusts, insurance plans, and treasury products.
  • Ensure superior customer service standards to enhance client satisfaction and loyalty.
Requirements
  • A minimum of 2-3 years of experience in sales within the banking and financial services industry, preferably managing affluent clients.
  • Proven track record of achieving and exceeding sales performance targets.
  • A recognized university degree with relevant certifications (e.g., CMFAS certifications: RES1A, RES1B, RES2B, RES5, CM-EIP, CM-SIP, M8, M8A, M9, M9A, HI).
  • Strong understanding of financial products, including investment and insurance offerings.
  • Exceptional interpersonal and communication skills, with the ability to engage and provide consultative advice to clients effectively.
  • Self-motivated with a proactive approach, capable of working independently and in collaboration with team members.
  • Demonstrates creativity, initiative, and a results-driven mindset.

We regret that only shortlisted candidates will be notified. However, all applications will be retained in our resume bank for future opportunities.

Your application will be processed in line with our company's Privacy Policy. Please refer to: https://goodjobcreations.com.sg/en/privacy-policy/

EA Personnel Name: Gabriel Tan
EA Personnel Reg. No.: R22104076
EA Licence No.: 07C5771

Tell employers what skills you have

Sales
Referrals
Treasury
Financial Planning
Onshore
Loans
Customer Relationship Management
Trend Analysis
Financial Analysis
Communication Skills
Banking
Unit Trusts
Customer Service
Disposition
Excellent Interpersonal Communication Skills
Financial Services

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