The client that we are partnering with is a prestigious bank that is well known for their personalised wealth management. They are expanding their team of wealth management experts and are in a pursuit for experienced relationship managers to join them.
about the job
Manage Clients’ investment and insurance portfolio
Pro-actively engage in ongoing conversations with clients to understand their current needs and asset allocation to make informed recommendations to help them grow their wealth.
Help customers to achieve their financial goals/needs through offering wealth management solutions such as insurance, structured products, leveraged products and other investment products and loans.
Comply with all regulations and controls as set by the Bank and external regulatory authorities
about the manager/team
Supportive managers who helps the team to strive for excellence by identifying the strengths and areas of improvement for each individual team member
Self-motivated individuals who strive in a fast moving environment
Regular performance reviews and feedback
skills and experience required
Minimum diploma required
Minimum 2 years of sales experience with strong sales track records
Good effective communication skills
Analytical and logical thinking
Good problem solving skills
High level of resilience
A mind towards excellence
If you're interested in the above role, click on the 'apply' function now! Alternatively, you can contact Claudia at claudia.wong[@]randstad.com.sg for a confidential discussion.
(EA: 94C3609/ R2199597)
show more
about the company The client that we are partnering with is a prestigious bank that is well known for their personalised wealth management. They are expanding their team of wealth management experts and are in a pursuit for experienced relationship managers to join them.
about the job
Manage Clients’ investment and insurance portfolio
Pro-actively engage in ongoing conversations with clients to understand their current needs and asset allocation to make informed recommendations to help them grow their wealth.
Help customers to achieve their financial goals/needs through offering wealth management solutions such as insurance, structured products, leveraged products and other investment products and loans.
Comply with all regulations and controls as set by the Bank and external regulatory authorities
about the manager/team
Supportive managers who helps the team to strive for excellence by identifying the strengths and areas of improvement for each individual team member
Self-motivated individuals who strive in a fast moving environment
Regular performance reviews and feedback
skills and experience required
Minimum diploma required
Minimum 2 years of sales experience with strong sales track records
Good effective communication skills
Analytical and logical thinking
Good problem solving skills
High level of resilience
A mind towards excellence
If you're interested in the above role, click on the 'apply' function now! Alternatively, you can contact Claudia at claudia.wong[@]randstad.com.sg for a confidential discussion.
(EA: 94C3609/ R2199597)
experience
2 years
skills
communication, customer service, sales, networking, business development, banking, wealth management, financial planning, high net worth, bancassurance, insurance, endowment, investment, FX, structured products, structured notes, bonds, fixed income
qualifications
Minimum Diploma Required
education
Associate Degree/Diploma
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