Relationship Consultant - Customer Facing role / Private Wealth Management

Responsibilities

• Identify and pursue potential clients (lead generation).
• Drive growth and strengthen partnerships
• Market research and analysis and strategies
• Meet or exceed sales and relationship development targets.
• Negotiation and deal structuring
• Upsell or cross-sell banking and finance solutions and services based on client needs.
• Stakeholder communication and CRM pipeline management
• Build and maintain strong, long-term relationships with clients.
• Act as the main point of contact between the client and the company.
• Understand client needs by conducting regular reviews of client portfolio
• Coordinate with internal teams to resolve issues and provide support

Requirements

• Polytechnic Diploma or Bachelor's degree, in any discipline
• Sales and negotiation abilities
• Customer service mindset
• Problem-solving and conflict resolution
• Attention to detail
• Remuneration will be commensurate with the candidate's qualification and experience inclusive of salary allowance, commission and incentive
• Interested candidate , please apply with your detailed resume, stating current, expected salary and notice period.
• We regret that only shortlisted candidates will be notified.
• EA License No. 14C7092
• EA Registration No: R1110882
• EA Personnel: Lee Ming Er

Additional Information

The selected candidates will be expected to offer a one-stop comprehensive suite of Premier private wealth banking and financial services including but not limited to mortgage, SME financing loans, unsecured loans (credit card) asset Management portfolio investment general life insurance solutions tailored to the needs of targeted locals and cross-border segment Job description

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