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Prestigious Wealth Management Relationship Manager
Bank of China Limited, Singapore BranchSingapore19 days ago
Job descriptionDiploma 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
Responsibilities
- Provideprehensive 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
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Relationship Manager • Singapore