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Premier Banking Relationship Manager

Premier Banking Relationship Manager

GOOD JOB CREATIONS (SINGAPORE) PTE. LTD.Islandwide, SG
5 days ago
Job description

Roles & Responsibilities

Job ID : 988016

Key Responsibilities

  • Drive acquisition of new Premier Banking clients within the Singapore onshore market.
  • Build, nurture, and strengthen client relationships to meet both business and personal growth targets.
  • Conduct comprehensive financial reviews with affluent clients, identifying their needs and providing tailored wealth management and financial planning solutions.
  • Keep clients well-informed with market updates, investment insights, and relevant opportunities .
  • Actively promote and cross-sell a wide suite of wealth products, including unit trusts, insurance solutions, and treasury offerings .

Requirements

  • 2–3 years of proven sales experience in the banking sector, preferably in managing affluent customer segments.
  • Strong track record of meeting or exceeding sales and revenue targets.
  • Bachelor’s degree with relevant CMFAS certifications (e.g., RES1A, RES1B, RES2B, RES5, CM-EIP, CM-SIP, M8, M8A, M9, M9A, HI).
  • We regret that only shortlisted candidates will be notified. However, all applications will be retained in our resume bank for future opportunities. Your application will be processed in line with our company’s Privacy Policy. Please refer to : https : / / goodjobcreations.com.sg / en / privacy-policy /

    EA Personnel Name : Gabriel Tan EA Personnel Reg. No. : R22104076 EA Licence No. : 07C5771

    Tell employers what skills you have

    Wealth Management

    Referrals

    Treasury

    Microsoft Excel

    Financial Planning

    Onshore

    Wealth

    Loans

    Trend Analysis

    Retail Banking

    Financial Analysis

    Banking

    Unit Trusts

    Customer Service

    Disposition

    Excellent Interpersonal Communication Skills

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    Relationship Manager • Islandwide, SG

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