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Wealth Relationship Manager

3 months ago


Singapore Ying Tai Full time

As a Wealth Relationship Manager, your roles & responsibilities will include:

  • Actively acquire and prospect new customers.
  • Strong networking and communication skills to hunt and grow customers in respective market.
  • Develop and strengthen client relationships in accordance with relevant business goals.
  • Manage the relationships with new and existing affluent customers through professional consultative financial analysis.
  • Up-sell, cross-sell and provide regular market information updates and trend analysis to these customers.
  • You will also ensure superior customer service and contribute to the overall customer experience.

Requirements:

  • Minimum Local Dip/Recognised University Degree
  • Sound knowledge of banking products and services including investment products.
  • Multi-lingual and must be able to communicate effectively with Mandarin-speaking customers.
  • You exhibit strong interpersonal, communication skills.
  • Creative and possess the initiative, drive and ability to work independently and in a team.
  • You have the drive to succeed and is focused and disciplined.
  • Singaporeans Only