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Executive Wealth Management Specialist
1 month ago
We are seeking a highly skilled Executive Wealth Management Specialist to join our team. This role will involve managing relationships with affluent customers and contributing to the growth of our Premier Banking business.
About UsOVERSEA-CHINESE BANKING CORPORATION LIMITED is a leading bank in Singapore, committed to investing in and developing our people. As one of the longest established local banks, we have a strong reputation for excellence and a commitment to customer satisfaction.
Key Responsibilities:- Manage relationships with new and existing affluent customers through professional consultative financial analysis
- Contribute to the growth of our Premier Banking business by achieving profit and growth targets
- Develop and strengthen relationships with customers to achieve business goals
- Up-sell, cross-sell, and provide regular market information updates and trend analysis to customers
- Minimum 5 years of sales experience in the banking and financial services industry, preferably in managing the affluent segment
- Experience in covering the Indonesia and Malaysia markets
- Recognised university degree and CMFAS certifications (RES1A/RES1B, RES2B, RES5, CM-EIP, CM-SIP, M8, M8A, M9, M9A, HI)
- Sound knowledge of banking products and services, including investment products such as unit trusts and treasury products
- Ability to communicate effectively with Mandarin and/or Bahasa Indonesia speaking customers
This role offers a competitive salary of SGD 120,000 - SGD 180,000 per annum, depending on experience, plus benefits and bonuses.
