Onshore Relationship Manager
5 days ago
We have the following position for our client in the Banking sector:
**Job Purpose**
- Maximize new business/acquisition/referral opportunities and deepening existing customer relationships to the specified service standards for the Priority Clients segment
**The Role Responsibilities**
- To conduct a professional, consultative financial analysis and profiling session with customers to meet their financial needs/objectives.
- To foster and deepen customer relationships by providing regular market information updates and trend analysis on local and international financial products.
- In consultation with the PB team manager/branch manager/ PTL, draw up monthly plans for achieving/exceeding sales targets to meet new business and customer acquisition goals
- To participate in marketing and promotional activities for customer acquisition.
- To source and call on individual prospects
- To provide quality, efficient after-sales services
- To manage anti-attrition and retention of clients
- To organise and conduct sales presentations to groups, clubs, associations, companies and other organisations.
- To solicit referrals from other parts of the Bank e.g. RMs from C&I, staff, etc.
- To comply with all applicable money laundering prevention procedures and in particular, report any suspicious activity to the Transaction Monitoring Unit.
- To ensure compliance with all regulations and controls as set by the Bank and external regulatory authorities.
- Understands the core concepts, principles, processes or procedures of Wealth Management and Banking
- Experience in Relationship Management Comprehensive knowledge in financial banking products
Please also provide the following information in the resume to facilitate processing.
1) Reasons for leaving current and/or last employment
2) Last drawn and/or current salary
3) Expected salary
4) Date of availability / Notice Period
EA Personnel : Ng Soon Wang
Reg No. : R1330561
EA Licence No. : 21C0465
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