Treasures Portfolio Manager
3 weeks ago
Our Treasures Relationship Managers play a pivotal role in helping our high net-worth clients achieve their financial goals and aspirations.
As a key member of our team, you will be responsible for uncovering and understanding the unique needs of our clients and delivering tailored solutions to meet their investment objectives.
With a strong sense of ownership and a passion for delivering exceptional client experiences, you will work closely with our experienced team of product specialists and bancassurance professionals to provide expert guidance on customised solutions to our clients.
We are looking for a highly motivated and results-driven individual who has a strong background in sales and a good understanding of equities, unit trusts, insurance, and other personal investment services.
Key Responsibilities:
- Provide differentiated financial analysis and advice to uncover investment needs and objectives of our sophisticated clients
- Partner with product specialists and bancassurance professionals to offer expert guidance on customised solutions to customers
- Collaborate with administrative staff to provide clients with professional round-the-clock service for all their banking, borrowing, and investment needs
Requirements:
- Tertiary qualification with at least 3 years of sales experience and consistent sales performance, preferably in banking or financial industries
- Good understanding of equities, unit trusts, insurance, and other personal investment services
- Strong interpersonal and excellent communication skills
- Focused, disciplined, and exhibits high personal standards
We offer a competitive salary and benefits package, as well as the professional advantages of a dynamic environment that supports your development and recognises your achievements.
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