Relationship Development Manager
2 weeks ago
Job PurposeYou will be part of the Regional Agency/FA and Bancassurance team to actively develop new client acquisition to support our affluent and HNW business growth, specifically on regional wealth.
The Job· Identify and introduce high-value, high net worth clients to GE, leveraging professional networks and relationships to drive referrals and expand GE client base. Primary market focus to be China, India and ASEAN.· Work closely with agency partners to provide and deliver a total wealth management experience to new- to-company clients.· Proactive management, supervision and monitoring of new clients onboarded.· Facilitate and support customers’ purchase journey via licensed financial representatives within assigned agency team.· Takes accountability in considering business and regulatory compliance risks and takes appropriate steps to mitigate the risks.· Ensure that transactions are compliant with governing laws and ethical standards, and comply to all applicable policies and procedures· Maintains awareness of industry trends on regulatory compliance, emerging threats and technologies in order to understand the risk and better safeguard the company.· Highlights any potential concerns /risks and proactively shares best risk management practices.
Our Requirements· Minimum 3 years of proven track record in sales acquisition or business development experience in the high net worth space.· Tertiary Education, preferably Bachelor’s degree.· Strong new relationship building skills.· Possess a sharp business development focus and demonstrative innovative approaches.· Able to anticipate client requests/needs and resolves queries in a timely manner.· Highly driven and positively motivated.· Effective communication and interpersonal skills.· Polished and mature to handle the affluent market segment.· High level of integrity, takes accountability of work and good attitude over teamwork.· Takes initiative to improve current state of things and adaptable to embrace new changes.
Tell employers what skills you have
Wealth Management
Referrals
Microsoft Excel
Strategy Development
Regulatory Compliance
ICT
Interpersonal Skills
Fundraising
Wealth
Risk Management
Leadership Development
Adaptable
Grants
Accountability
Business Development
API
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