Premier Private Client
2 days ago
Job Description - Premier Private Client - Client Advisor (Onshore) (240001UZ)
As a Client Advisor with Premier Private Client, your roles & responsibilities will include:
Actively acquire and prospect new customers for the Premier Banking - Private Client (Onshore) segment (AUM S$1 million & above).
Develop and strengthen their 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.
Manage the 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.
Ensure superior customer service and contribute to the overall customer experience of Premier Private Client.
Qualifications:
5 years or more of wealth management sales experience in the banking and financial services industry, preferably in managing the affluent segment with a proven track record in sales performance.
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 and communication skills, proficient in tele-consulting.
Initiative, integrity, and ability to work independently as well as in a team.
Drive to succeed with a focus and discipline to achieve sales quotas and revenue.
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