Premier Relationship Manager

Roles & Responsibilities

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

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).

The ideal candidate will possess the following : -

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

Data provided is for recruitment purposes only Business Registration Number : 200611680D. License Number : 10C5117 EA Personal Registration Number : R1874269.

Tell employers what skills you have

Wealth Management

Treasury

Financial Planning

Interpersonal Skills

Onshore

Relationship Management

Trend Analysis

Retail Banking

Communication Skills

Banking

Excel

Customer Service

Disposition

Excellent Interpersonal Communication Skills

Able To Work Independently