Premier Wealth Manager

9 hours ago

Singapore MAYBANK SINGAPORE LIMITED Full time

**Job Purpose**
- Responsible to Grow, manage and preserve clients' wealth through optimization of the risk, return and liquidity and work to ensure clients' financial and investment objectives are met.
- Provide unbiased advice in managing and growing their wealth
- Maintain a high standard of service quality and compliance
- Growing Premier customers base through upgrading of existing bank’s customers and acquiring New-to-Bank customers.

**Responsibilities**:

- Promotes a high level of sales and service performance and productivity in PW segment
- Work closely with the branch to achieve strong Premier sales and service performances.
- Manage pool of Premier clients, to grow, manage and preserve clients' wealth through optimization of the risk, return and liquidity and work to ensure clients' financial and investment objectives are met
- Execute Premier marketing campaign and initiatives to enhance segment’s sales performance and acquire/upgrade new & existing high net worth customers onto Premier platform.
- Provide need-base financial advice to Premier clients and only to recommend shortlisted/approved house’s products to clients to achieve their financial objectives.
- Raise issues/feedback with reference to product development, marketing campaigns, system and sales advisory process to provide the desired support to the business channels.
- Follow up on assigned referral leads

2. Manages the PW Client Service Levels
- Ensure consistent service standards are adhered to at all times.
- Ensure clients’ queries, referrals and complaints are handle within stipulated SLA
- Ensure regular contact with their Premier clients to maintain and enhance relationship.

3. Build and develop relationships for the purpose of client conversion, referrals and acquisition
- Enhance and expand on existing customer relationship by increasing revenue per customer and product holdings through anticipating needs, active referrals, cross-sell various products and services to Premier clients with unbiased advice in managing and growing their wealth
- Promote cross sector referral i.e Regional Wealth Management, Introduce Maybank affiliate i.e MKE.

4. Risk Management
- Conduct compliance activities such as KYC, ECDD to effectively manage the overall risk to the bank.
- Execute client’s instruction/trade accurately and timely.

**Job Requirement**
- Preferably degree holder with 2 to 5 years’ relevant experience and outstanding track record in sales and marketing of financial products
- Experience in handling high net-worth clients (on-shore / off-shore) will be an added advantage
- A self motivated, customer centric and performance driven individual who operates with mínimal supervision
- A team player with well developed interpersonal, relationship building and communication skills
- CLI/ILP/FNA/HI or CMFAS Module 1B,5,6,6A,8,9 is a pre-requisite; those with AWP/CFP will be considered favourably
- Experience in banking sector and able to work with people at different level and units.
- Excellent interpersonal and communication skills individual who do not give up on setbacks.
- Seniority Level
Mid-Senior level
- Industry
Banking
- Employment Type
Full-time
- Job Functions
Finance
Sales

  • Premier Wealth Relationship Manager

    1 day ago

    Singapore HSBC Full time $90,000 - $120,000 per year

    Some careers have more impact than others.If you're looking for a role where you can continue to make an impression, take the next step at HSBC where your contributions will always be valued.In International Wealth and Premier Banking, we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high...

  • Premier Wealth Manager

    9 hours ago

    Singapore MAYBANK SINGAPORE LIMITED Full time

    As a Premier Wealth Manager (Offshore), you will be responsible for: - Acquiring and prospecting new customers for the Premier Wealth Offshore segment - Planning and managing clients' assets by matching Maybank financial and investment product solutions to their financial needs and working closely with the various product specialists - Building a strong...

  • Head of Premier and Wealth Distribution

    4 days ago

    Singapore HSBC Full time

    -Job description**Some careers open more doors than others.** If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you...

  • Premier Wealth Manager

    9 hours ago

    Singapore Maybank Singapore Full time

    **JOB DESCRIPTION** As a Premier Wealth Manager (Offshore), you will be responsible for acquiring and prospecting new customers for the Premier Wealth Offshore segment **JOB RESPONSIBILITIES** - 4 years' relevant banking experience and a consistent sales tracking record in financial products - A performance-driven individual who exhibits strong...

  • Premier Wealth Manager, Offshore

    13 hours ago

    Singapore Maybank Full time

    2 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Responsibilities Acquiring and prospecting new customers for the Premier Wealth Offshore segment Planning and managing clients' assets by matching Maybank financial and investment product solutions to their financial needs and working closely with the...

  • Senior Premier Wealth Relationship Manager

    1 day ago

    Singapore HSBC Full time $80,000 - $120,000 per year

    Some careers have more impact than others.If you're looking for a career where you can make a real impression, join HSBC and discover how valued you'll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.In International...

  • Senior Premier Wealth Relationship Manager

    1 day ago

    Singapore HSBC Full time $120,000 - $240,000 per year

    Some careers have more impact than others.If you're looking for a career where you can make a real impression, join HSBC and discover how valued you'll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.In International...

  • Premier Direct Relationship Manager

    2 days ago

    Singapore HSBC Full time

    **Some careers have more impact than others.** If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. Wealth and...

  • Premier Service Manager

    4 days ago

    Singapore HSBC Full time

    **Some careers have more impact than others.** If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. Wealth and...

  • Premier Wealth Manager, Onshore

    1 week ago

    Singapore Maybank Full time

    Job Description Acquiring and prospecting new customers for the Premier Wealth Onshore segment. Planning and managing clients' assets by matching Maybank financial and investment product solutions to their financial needs and working closely with the various product specialists. Building a strong client relationship network through Maybank dedicated services...