Relationship Manager, Priority Clients

5 days ago


Singapore ELITEZ & ASSOCIATES PTE. LTD. Full time

**Job Summary**:

- **Banking industry**:

- **Salary Range: Depends on performance.**:

- **Working Location: Islandwide**

**Responsibilities**:

- Maximize new business/acquisition/referral opportunities and deepening existing customer relationships to the specified service standards for the Priority Clients segment
- 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 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.

How to apply:
**Yeo Hui Wen (Joan)**

**Registration Number: R22108956**

**EA Licence No: 20C0426 (Elitez & Associates Pte Ltd)



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