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Prestigious Wealth Management Relationship Manager

2 months ago

Singapore BANK OF CHINA LIMITED Full time
Prestigious Wealth Management Relationship Manager

We are seeking a skilled and experienced wealth management professional to join our Retail Banking team at BANK OF CHINA LIMITED. As a Prestigious Wealth Management Relationship Manager, you will be responsible for providing comprehensive financial advice and wealth management solutions to our mass-affluent customers.

Key Responsibilities:
  • Develop and deepen relationships with customers assigned to you, while expanding your customer base and establishing new customer relationships to generate revenue.
  • Provide holistic financial planning solutions to address customers' unique needs and grow their wealth with us.
  • Be well-versed in the bank's products and services to address customers' financial needs.
  • Consistently meet sales targets and all other deliverables.
Requirements:
  • Diploma qualification or above.
  • At least 2 years of relevant financial advisory experience in banking and/or financial services.
  • Equipped with the necessary regulatory certifications for advising investment products as classified under the FAA regulatory framework.
  • 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
  • Financial Planning
  • Interpersonal Skills
  • Investments
  • Customer Relationships
  • Wealth
  • Retail Banking
  • Financial Analysis
  • Banking
  • Financial Advisory
  • Unit Trusts
  • Health Insurance