Wealth Management Professional

6 days ago


Singapore This is an IT support group Full time
About Our Team

Our company prides itself on being a forward-thinking organization that values innovation and customer satisfaction.


Key Responsibilities

The Senior Relationship Manager will be responsible for:

  • Evaluating customers' needs and providing tailored solutions in wealth protection, accumulation, retirement planning, estate preservation, and endowment planning.
  • Designing and recommending wealth solutions to meet client objectives.
  • Planning and organizing daily schedules for sales-generating activities.
  • Conducting regular updates on client holdings and investment performance.
  • Achieving monthly sales targets for various banking products.

Requirements

To excel in this role, candidates must possess a degree or diploma, professional qualification and/or regulatory licensing requirements (M5, M6, M6A, M8, M9, M8A, M9A, M1B, and HI), and a minimum of 3 years of wealth sales experience.

Candidates should exhibit strong networking, prospecting, negotiation, and self-starting skills with excellent articulation abilities.


What We Offer

We provide a competitive compensation package, opportunities for professional growth, and a dynamic work environment.



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