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(Senior) Relationship Manager, Retail Banking

1 month ago

Singapore BANK OF CHINA LIMITED Full time
Roles & Responsibilities

Job Highlights

  • Attractive salary package (basic + position allowance + fixed monthly allowance + quarterly incentive)
  • 5 days work week, permanent, full time
  • min 21 days AL + birthday benefits + wellness incentive

Job Description

  • Detailed wealth planning for retail customers
  • Bridging customers’ financial gaps with wealth management products, namely insurance, deposits, unit trusts and mortgages through customers’ needs-based profiling
  • Proactively manage and build customer relationships
  • Up-sell to existing customers through in-branch activities, road shows, referrals, tele-consulting and follow-up appointments

Requirements

  • A recognised University Degree or professional qualifications
  • At least 1 year of experience in banking wealth planning. Candidate with more years of relevant experiences will be considered for senior role.
  • Necessary regulatory certifications for advising investment products as classified under the FAA regulatory framework, namely CMFAS Module 5, 8, 8A, 9, 9A and Health Insurance
  • Effectively bilingual in English and Chinese so as to communicate with Chinese-speaking customers

Tell employers what skills you have

Wealth Management
Customer Relationship
Referrals
Investment Advisory
Financial Planning
Customer Relationships
Relationship Management
Wealth
Adaptability
Life Insurance
Financial Analysis
Banking
Customer Service
Health Insurance
Customer Service Experience

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