(Premier Banking) Relationship Manager / Client Advisor

Employer
BTI Executive Search Pte Ltd, EA Licence No: 01C4394
Location
Singapore, Singapore
Salary
Competitive salary package
Posted
20 May 2023
Closes
30 May 2023
Ref
19632885
Job Function
Banking
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
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.

Requirements:
  • 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
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