Premier Relationship Manager

2 weeks ago

Singapur, Singapore AMBITION GROUP SINGAPORE PTE. LTD. Full time

Overview

Our client, an international bank, is looking for experienced Premier Relationship Manager to join their team.

Responsibilities

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).
Qualifications
  • 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
  • Down to earth and 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.
How to apply

If you believe you fit the requirements for the role, please click APPLY NOW or drop an email to Only shortlisted candidates will be notified.

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