Prestigious Wealth Management Relationship Manager

Responsibilities

We

are looking for qualified wealth-planning professionals to join our

Consumer Banking team. As a Prestigious Wealth Management

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 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

• Diploma 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