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Financial Solutions Consultant

1 week ago

Singapore This Is An IT Support Group Full time
About the Role
We are seeking a highly skilled and experienced Relationship Manager to join our team. In this role, you will be responsible for managing and growing a portfolio of Premier clients, providing them with expert advice and guidance on wealth management products. You will work closely with other team members to deliver comprehensive financial solutions that meet the evolving needs of our clients. Your primary objective will be to build strong, long-lasting relationships with clients, ensuring they receive exceptional service and support throughout their journey with us.

Responsibilities:
- Manage and grow a portfolio of Premier clients, helping them achieve their financial objectives
- Promote and educate clients on using digital channels for banking, reducing the need for in-branch visits for simple tasks
- Work closely with other team members (investment, insurance, treasury) to provide clients with comprehensive financial solutions
- Keep clients informed about market news and provide tailored advice on wealth management products based on their needs
- Offer financial planning services, ensuring advice matches clients' goals and risk profiles
- Build strong, long-lasting relationships with clients to support their growth and ensure they receive excellent service
- Regularly engage with clients, assessing their needs and offering solutions to meet their financial goals
- Ensure compliance with all relevant regulations and maintain the bank's high standards