Prestigious Wealth Management Relationship Manager

7 days ago

Singapore Bank of China Limited, Singapore Branch Full time

**Responsibilities**
- Provide comprehensive financial advice and wealth management solutions for Prestigious Wealth Management and retail customers, including but not limited to insurance and unit trusts
- Be well-versed in the bank’s products and services to address customers’ financial needs
- Proactively develop and deepen relationships with customers assigned to you while also expanding your customer base and establishing new customer relationships to generate revenue
- Consistently meet sales targets and all other deliverables

**Requirements**:

- Diploma qualification or above
- At least 2 years of relevant financial advisory experience in banking and/or financial services
- Equipped with the necessary regulatory certifications for advising investment products as classified under the FAA regulatory framework, namely CMFAS Module 5, 8, 8A, 9, 9A and Health Insurance
- Strong interpersonal skills and results-oriented with professional conduct and a proven ability to consistently achieve sales targets
- Good knowledge of wealth management and investment products, as well as industry trends

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