Relationship Manager, Wealth Planning

1 day ago


Singapore BANK OF CHINA LIMITED Full time
Role Summary

We are seeking a skilled Relationship Manager to join our Retail Banking team at BANK OF CHINA LIMITED. As a key member of our team, you will be responsible for building and maintaining strong relationships with our mass-affluent customers, providing them with tailored financial planning solutions to grow their wealth with us.

Key Responsibilities
  • Provide comprehensive financial advice and wealth management solutions to retail customers, including insurance and unit trusts
  • Stay up-to-date with the bank's products and services to address customers' financial needs
  • Establish new customer relationships and proactively develop and manage their wealth portfolios to generate revenue
  • Consistently meet sales targets and deliverables
Requirements
  • Diploma qualification or higher
  • At least 1 year of relevant financial advisory experience in banking and/or financial services
  • Regulatory certifications for advising investment products, including CMFAS Module 5, 8, 8A, 9, 9A, and Health Insurance
  • Strong interpersonal skills and results-oriented with professional conduct and a proven ability to achieve sales targets
  • Good knowledge of wealth management and investment products, as well as industry trends
  • Flexibility to work on a flexible schedule, including roadshows on weekends
What We Offer

We offer a dynamic and supportive work environment, opportunities for professional growth and development, and a competitive compensation package.



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