Affluent Banking Manager

2 days ago

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

JOB ID: 988016

Key Responsibilities

  • Drive client acquisition by proactively prospecting and onboarding new Premier Banking clients in the onshore Singapore market.
  • Build, strengthen, and manage long-term relationships with affluent clients to achieve both business and individual growth targets.
  • Deliver timely market insights, investment trends, and product updates to support clients' wealth management decisions.
  • Promote and cross-sell a wide range of banking and wealth solutions, including unit trusts, insurance, treasury products, and other investment offerings.

Requirements

  • Degree in any discipline, with relevant professional certifications
  • 2–3 years of experience in sales within the banking or financial services industry, with exposure to affluent clients preferred.
  • Proven track record of exceeding client acquisition and sales performance targets.
  • Strong knowledge of investment and insurance products, with the ability to provide tailored wealth solutions.
  • Self-driven, resourceful, and results-oriented, with the ability to work both independently and collaboratively in a team environment.

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

Wealth Management
Sales
Treasury
Derivatives
Onshore
Wealth
Loans
Capital Markets
Banking
Unit Trusts
Fixed Income
Decision Making
Financial Services

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