Premier Private Clients Advisor

5 days ago

Singapore Ambition Full time

**Responsibilities: -**
- Actively acquire and prospect new customers for the Premier Banking - Private Client (Onshore & Offshore) segment (AUM S$1.5 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.
- You will also ensure superior customer service and contribute to the overall customer experience of Premier Private Client.
- Recognized university degree
- 5 years or more of wealth management sales experience in the banking and financial services industry, preferably in managing the affluent segment with proven track record in sales performance.
- Sound knowledge of banking products and services including investment products such as unit trusts, bancassurance and treasury products.
- Strong interpersonal, communication skills and good at tele-consulting.
- Initiative, integrity, and ability to work independently and as a team.
- The drive to succeed and is focused and disciplined to achieve the sales quota and revenue.

Data provided is for recruitment purposes only Business Registration Number: 200611680D. License Number: 10C5117 EA Personal Registration Number: R1874269.

LI-CP1

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