Relationship Manager, Retail Banking

2 weeks ago

Singapore BANK OF CHINA LIMITED Full time
Roles & Responsibilities

Responsibilities

We are looking for qualified wealth-planning professionals to join our Retail Banking team. As a Relationship Manager, you are self-driven, enjoy interacting with people and are adept at building a network of customers via tele-prospecting and in-person interactions. With a focus on forging long-term relationships with our mass-affluent customers, you are able to tailor holistic financial planning solutions to address customers' unique needs and grow their wealth with us.

  • Provide comprehensive financial advice and wealth management solutions for retail customers, including but not limited to insurance and unit trusts
  • Be well-versed in the bank's products and services to address customers' financial needs
  • Establish new customer relationships, proactively develop and manage your customer's wealth portfolio to generate revenue
  • Consistently meet sales targets and all other deliverables

Requirements

  • Diploma qualification or higher
  • At least 1 year of relevant financial advisory experience in banking and/or financial services. Candidates with more years of relevant experience will be considered for a Senior Relationship Manager role.
  • Equipped with the 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
  • Strong interpersonal skills and results-oriented with professional conduct and a proven ability to consistently achieve sales targets
  • Good knowledge of wealth management and investment products, as well as industry trends
Tell employers what skills you have

Wealth Management
Referrals
Financial Planning
Interpersonal Skills
Customer Relationships
Wealth
Data Entry
Retail Banking
Forging
Banking
Financial Advisory
Unit Trusts
Health Insurance
Financial Services
Customer Service Experience

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