Senior Relationship Manager - Wealth Advisory SG

Responsibilities:

Business Performance and Management

• To evaluate customers' needs and provide solutions in the areas of wealth protection and accumulation, retirement planning, estate preservation and endowment planning.
• Design and recommend wealth solution to meet the objectives of the customers.
• Take initiative to plan and organize daily schedule for various sales generating activities.
• Conduct daily calls to the customers in their portfolio base to arrange for appointments and to offer assistance to them.
• To regularly update their clients on their holdings and investment performance.
• Achieve monthly sales target for various banking products with consistency.
• Fulfill training requirements which are set by the organization.
Ensure completeness and accuracy in application process to minimize reworks.

Regulatory Compliance

• Ensure compliance with Group Policy and Standards and procedures of the Bank.
• Ensure sales process is met and follow throughout and maintain BSC grading of A/B.
Ensure proper screening and gathering of customer information to satisfy KYC procedure.

Requirements:

Qualifications

Degree or Diploma

Professional Qualification and/or Regulatory, Licensing Requirements

M5, M6, M6A, M8, M9, M8A, M9A, M1B, and HI

Relevant Work Experience

Minimum 3 years of Wealth sales experience

Competencies/Skills

• Networking
• Prospecting
• Negotiation
• Self-starter, and can articulate well
• Well versed in Insurance and Investments