Relationship Manager (Priority Segment)

Employer
Spring Professional Singapore, EA Licence No: 91C2918
Location
Singapore, Singapore
Salary
Competitive
Posted
06 Jun 2022
Closes
06 Jul 2022
Ref
15275995
Job Function
Banking
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
Description

- Fortifying and managing the wealth of accredited investors / clients.

- Providing an array of wealth solutions through financial analysis to meet their needs.

- Working closly with product specialists to deliver the best and customised solutions.

- Maintaining close relationship with clients through active follow up, dial-ins or events.

- Propecting new businesses through calls and other marketing forms.

- Comply with banking and regulatory requirements in Singapore or other areas.

Background

- Tertiary qualification with 3-5 years of experience in a similar wealth advisory role.

- Proven sales track record from banking or related industires.

- Good knowledge of accredited products, experienced in portfolio management and FP concepts.

- Strong understanding of compliance and regulatory requirements.

EA: 09C5803

Reg: R22106818

Do PM for more information. Alternatively, we can also have a chat over a call to discuss the role. Thank you.

Similar jobs

Similar jobs