relationship manager (onshore priority banking) in Singapore
relationship manager (onshore priority banking) in Singapore
job details
location
singapore
specialism
banking & financial services
job type
permanent
working hours
Full-Time
salary
S$ 4,000 - S$ 6,000 per month
experience
2 years
reference number
91M0152101_1616838710
contact
chaileng lim, randstad
job description
about the company
Our client is a global bank with established retail network and priority banking centre. They provide a strong platform for individuals who are seeking a strong foundation in wealth advisory as well as career growth and development.
about the job
- Acquire and manage a portfolio of customers with AUM $200K and above
- Perform client portfolio review and update client's on the investment portfolio
- Account opening and assist in banking enquiries
- Actively market and update clients on investment's products
- Build channel for customer's referrals
- Achieve quarterly targets and meet compliance standards
about the manager/team
Reporting to a team manager, you will be based in a Priority Banking Centre with a team of highly-driven and motivated individuals (sales and service staff) who has strong desire to do well .
skills and experience required
- Min Degree in any discipline and CMFAS certificates
- 2 years of consumer banking sales experience with consistent sales track record . Achieved good balanced score cards rating
- Knowledge of Mutual funds, insurance, notes etc
- Self motivated and thrives in a sales organization
To apply online please use the 'apply' function
(EA: 94C3609/R1108371 )
skills
Financial and wealth management sales
qualification
Min Degree in any discipline
responsibilities
You will be expected to manage a portfolio of clients in priority banking segment.Maintain a regular sales call cycle to update clients of their banking transaction and share any update .
educational requirements
Bachelor Degree
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