(Premier Banking) Relationship Manager / Client Advisor

BTI Executive Search Pte Ltd, EA Licence No: 01C4394
Singapore, Singapore
Competitive salary package
20 May 2023
30 May 2023
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Key Responsibilities:
  • Drive portfolio growth and profitability through effective relationship management and tailored financial solutions.
  • Achieve financial targets by enhancing existing client relationships and acquiring new ones through targeted business development efforts.
  • Offer a comprehensive range of financial products and services, including investments, insurance, structured products, and wealth management solutions.
  • Collaborate with internal teams to ensure seamless service delivery to clients, working closely with product specialists, investment specialists, and operations.
  • Stay updated on market trends, financial regulations, and products to provide relevant and accurate advice to clients.

  • Minimum 2 years of affluent banking experience or 4+ years of mass banking experience.
  • Excellent communication and interpersonal skills to build trust and rapport with clients.
  • Proven track record of meeting and exceeding KPI and revenue goals.
  • Ability to work independently, manage a client portfolio, and prioritize tasks effectively.
  • Self-driven, highly motivated, and a team player.
  • Possession of CMFAS certification would be advantageous.

We thank all applicants for their interest; however, only those selected for an interview will be contacted.

EA Reg No. 1985302

License No. 16S8296

By submitting your curriculum vitae or personal data to us in connection with your job application, you are deemed to have read and agreed to the terms of our Privacy Policy and consented to the collection, use, and disclosure of your personal data by us and our affiliates, in accordance with our Privacy Policy. Please visit www.btiexecutivesearch.com for a copy of our Privacy Policy.
  • You need to sign in to save