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