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Relationship Manager, Consumer Banking - Islandwide, SG

BANK OF CHINA LIMITEDIslandwide, SG

2 days ago

Job description

Roles & Responsibilities

Responsibilities

We are looking for qualified wealth-planning professionals to join our Consumer Banking team. As a Relationship Manager, you are self-driven, enjoy interacting with people and are adept at building a network of customers via tele-prospecting and in-person interactions. With a focus on forging long-term relationships with our mass-affluent customers, you are able to tailor holistic financial planning solutions to address customers’ unique needs and grow their wealth with us.

Provide comprehensive financial advice and wealth management solutions for 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
Establish new customer relationships, proactively develop and manage your customer’s wealth portfolio to generate revenue
Consistently meet sales targets and all other deliverables

Requirements

Diploma qualification or higher

At least 1 year of relevant financial advisory experience in banking and / or financial services. Candidates with more years of relevant experience will be considered for a Senior Relationship Manager role.

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

Tell employers what skills you have

Wealth Management

Referrals

Financial Planning

Interpersonal Skills

Customer Relationships

Wealth

Data Entry

Retail Banking

Forging

Banking

Financial Advisory

Unit Trusts

Health Insurance

Financial Services

Customer Service Experience

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Manager Islandwide Sg • Islandwide, SG