
Financial Relationship Specialist
2 weeks ago
Job Opportunity:
We are seeking a skilled professional to fill the role of Relationship Manager in Singapore. As a key member of our team, you will be responsible for establishing and maintaining relationships with high net worth clients, providing them with tailored financial solutions, and delivering exceptional customer service.
Key Responsibilities:
- Create personalized wealth management strategies for high net worth clients, leveraging insurance products, structured products, and investment products.
- Maintain regular communication with clients to understand their financial goals and provide market updates and trend analysis.
- Promote and sell banking products and services to existing and new clients.
- Ensure accurate records of client interactions and transactions.
- Comply with all regulatory requirements and banking policies.
Requirements:
- A minimum of 5 years of sales experience in the financial industry.
- Excellent communication, analytical, and logical thinking skills.
- Ability to work in a fast-paced environment and meet performance targets.
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