Premier Banker Wealth
1 week ago
About the Role:
- We are seeking a highly motivated and client-centric Premier Banker to join our dynamic Wealth Management team. This role is focused on deepening relationships with high-net-worth (HNW) and affluent clients, providing tailored financial solutions to help them achieve their wealth goals.
Key Responsibilities:
- Manage and grow a portfolio of affluent and high-net-worth clients, focusing on long-term relationship building.
- Deliver personalized wealth management solutions, including deposits, investments, insurance, and loan products.
- Identify opportunities within your existing client base to offer appropriate financial solutions based on their goals and risk profiles.
- Provide proactive and regular financial reviews to ensure clients' financial objectives are met.
- Collaborate with internal product specialists to deliver a seamless, holistic banking experience.
- Maintain high standards of compliance and risk management, ensuring adherence to regulatory requirements and internal policies.
- Provide excellent customer service to build strong trust and lasting relationships.
- Support the branch or team with networking activities, client events, and marketing initiatives.
- If applicable, leverage your business development skills to attract new clients through referrals and personal networks.
Requirements:
- Diploma/Degree in Finance, Banking, Business, or a related field.
- Minimum 2-4 years of relationship management experience in retail or priority banking.
- Strong knowledge of wealth management products, including investments, insurance, and loans.
- Certified in CMFAS Modules (M5, M6, M9, M9A, HI) or equivalent is preferred.
- Proven ability to manage and grow an affluent client portfolio.
- Excellent interpersonal and communication skills with a strong customer-first mindset.
- Ability to work collaboratively within a team and contribute to overall business success.
- Experience in new client acquisition will be a plus, though not mandatory.
We regret to inform that only shortlisted candidates will be notified. Please note that your response to this advertisement will constitute informed consent to the collection, use, and/or disclosure of personal data by AlwaysHired, its affiliates and, where necessary, to relevant third parties, for purposes such as job application processing, career advisory, research, and other administrative purposes, in compliance with the relevant provisions of the Privacy Policy available at www.alwayshired.com.sg/privacy-policy.
Daniel Lim | Registration Number: R24124455 | AlwaysHired Pte Ltd
EA Licence No: 24C2293
Tell employers what skills you haveWealth Management
Referrals
Investments
Relationship Management
Wealth
Loans
Risk Management
Compliance
Networking
Deposits
Communication Skills
Banking
Regulatory Requirements
Customer Service
Business Development
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