
Premier Relationship Manager
1 week ago
Our client, an international bank, is looking for experienced Premier Relationship Manager to join their team.
**Key Responsibilities: -**
- Working closely with other members of the Wealth Management team, such as investment, insurance, treasury specialists, to provide holistic solutions to our onshore banking premier clients.
- Provide premier clients with regular market updates, endeavoring to understand our clients' financial needs and recommending appropriate wealth management products accordingly.
- Provide financial planning and advisory services aligning to clients' needs and investment profile.
- Embarking on proactive relationship management to strengthen and deepen relationship with existing customers, hence building a strong foundation for customer growth.
- Focus on nurturing and activating the portfolio of clients to fund up to Premier Balance
- Encourage and educate clients to adopt a Digital First approach with a focus on minimizing in branch activities while educating customers to transition to digital and remote channels (For low value activities).
- Strong academic qualifications and over 1 year of work experience in Wealth Management with a proven track record of managing clients' portfolio (Premier banking).
- Strong understanding of financial markets and investment products.
- Strong interpersonal relationship skills to be able to work individually as well as to collaborate with stakeholders to meet the needs of these clients.
- Highly driven and possess the ability to succeed within a challenging environment.
- Outgoing disposition, well-equipped with good communication and interpersonal skills
- Resilient individual with an entrepreneurial and collaborative mindset who is able to work independently and in a strong team environment.
- Highly driven to excel and be able to thrive within a challenging environment by effectively recognizing customers' personal banking and wealth management needs.
Data provided is for recruitment purposes only Business Registration Number: 200611680D. License Number: 10C5117 EA Personal Registration Number: R1874269.
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