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Elite Client Relationship Manager
3 weeks ago
As a Client Advisor with Premier Private Client, your role will involve:
Key Responsibilities- Actively acquire and prospect new customers for the Premier Banking - Private Client segment (AUM S$1 million & above).
- Develop and strengthen relationships with the Bank in accordance with relevant business goals.
- Contribute to the bottom-line of Premier Private Client through the accomplishment of profit and growth targets.
You will manage relationships with new and existing affluent customers through professional consultative financial analysis, up-sell, cross-sell and provide regular market information updates and trend analysis to these customers. You will also ensure superior customer service and contribute to the overall customer experience of Premier Private Client.
Requirements- 5 years or more of wealth management sales experience in the banking and financial services industry, preferably in managing the affluent segment.
- Recognised university degree and accreditation in CACS Paper 1 & Paper 2 and HI.
- Sound knowledge of banking products and services including investment products such as unit trusts, bancassurance and treasury products.
- Strong interpersonal, communication skills and good at tele-consulting.
It is essential that you have the initiative, integrity and ability to work independently and as a team, with a drive to succeed and focused on achieving the sales quota and revenue.
