Relationship Manager, Consumer Banking
External
Bank Of China · SingaporeS$42K–S$60K/yrFull-timeUnknownToday
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Responsibilities
- Provide comprehensive financial advice and wealth management solutions for retail customers, including but not limited to insurance and unit trusts
- Be well-versed in the bank's products and services to address customers' financial needs
- Establish new customer relationships, proactively develop and manage your customer's wealth portfolio to generate revenue
- Consistently meet sales targets and all other deliverables
Requirements
- Diploma qualification or higher
- At least 1 year of relevant financial advisory experience in banking and/or financial services. Candidates with more years of relevant experience will be considered for a Senior Relationship Manager role.
- Equipped with the necessary regulatory certifications for advising investment products as classified under the FAA regulatory framework, namely CMFAS Module 5, 8, 8A, 9, 9A and Health Insurance
- Strong interpersonal skills and results-oriented with professional conduct and a proven ability to consistently achieve sales targets
- Good knowledge of wealth management and investment products, as well as industry trends
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