relationship manager (onshore priority banking) in Singapore

posted
contact
chaileng lim, randstad
job type
permanent
salary
S$ 4,000 - S$ 6,000 per month

job details

posted
location
singapore
specialism
banking & financial services
job type
permanent
working hours
Full-Time
salary
S$ 4,000 - S$ 6,000 per month
experience
2 years
reference number
91M0152101_1616838710
contact
chaileng lim, randstad
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job description

about the company
Our client is a global bank with established retail network and priority banking centre. They provide a strong platform for individuals who are seeking a strong foundation in wealth advisory as well as career growth and development.


about the job

  • Acquire and manage a portfolio of customers with AUM $200K and above
  • Perform client portfolio review and update client's on the investment portfolio
  • Account opening and assist in banking enquiries
  • Actively market and update clients on investment's products
  • Build channel for customer's referrals
  • Achieve quarterly targets and meet compliance standards


about the manager/team
Reporting to a team manager, you will be based in a Priority Banking Centre with a team of highly-driven and motivated individuals (sales and service staff) who has strong desire to do well .

skills and experience required
- Min Degree in any discipline and CMFAS certificates

- 2 years of consumer banking sales experience with consistent sales track record . Achieved good balanced score cards rating

- Knowledge of Mutual funds, insurance, notes etc

- Self motivated and thrives in a sales organization

To apply online please use the 'apply' function, alternatively you may contact Chai Leng at 65101460 ,
(EA: 94C3609/R1108371 )





skills

Financial and wealth management sales

qualification

Min Degree in any discipline

responsibilities

You will be expected to manage a portfolio of clients in priority banking segment.Maintain a regular sales call cycle to update clients of their banking transaction and share any update .

educational requirements

Bachelor Degree