High Net Worth Financial Strategist
7 days ago
We are seeking a skilled Prestigious Wealth Management Relationship Manager to join our Retail Banking team at BANK OF CHINA LIMITED. As a key member of our wealth management team, you will play a vital role in building strong relationships with high net worth individuals and delivering bespoke financial solutions tailored to their unique needs.
About the Role
This is an exciting opportunity for a results-driven professional to leverage their expertise in wealth management and financial planning to drive business growth and expand our customer base. Key responsibilities include:
- Providing comprehensive financial advice and wealth management solutions to high net worth individuals, including insurance and unit trusts.
- Staying up-to-date with the bank's products and services to address customers' complex financial needs.
- Developing and deepening relationships with existing customers while expanding your network to generate new revenue streams.
- Meeting sales targets and delivering exceptional customer experiences.
Requirements
To be successful in this role, you will need:
- A diploma qualification or above.
- At least 2 years of relevant experience in banking and/or financial services, with a proven track record of success.
- Regulatory certifications for advising investment products, namely CMFAS Module 5, 8, 8A, 9, 9A and Health Insurance.
- Excellent interpersonal skills and a results-oriented approach with a strong ability to achieve sales targets.
- Strong knowledge of wealth management and investment products, as well as industry trends.
Compensation and Benefits
The successful candidate can expect a competitive salary range of SGD 80,000 - SGD 120,000 per annum, depending on experience, plus additional benefits such as medical insurance, retirement plan, and opportunities for career advancement within the bank. Additionally, you will have access to ongoing training and development programs to enhance your skills and stay up-to-date with industry developments.
Why Join Us?
BANK OF CHINA LIMITED offers a dynamic and supportive work environment that fosters collaboration, innovation, and excellence. As a valued member of our team, you will have the opportunity to make a meaningful impact on our customers' lives and contribute to the bank's continued success.
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