We are looking for experienced Relationship Managers eager to embrace new challenges and join our client's team! In this role, you will be responsible for managing and growing a portfolio of onshore clients, while delivering top-tier financial advisory services using a wide range of competitive financial products available in the market.
Key Responsibilities
- Provide expert financial advice on a variety of products and services, including investment, wealth management, and other financial solutions.
- Maximize new business/acquisition/referral opportunities and deepening existing customer relationships
- Build and maintain strong, long-term relationships with clients
- To actively acquire and grow AUM to elevate your earning potential.
- Stay informed of market trends, industry developments, and competitor offerings to ensure clients receive the best possible advice and financial products.
- To ensure compliance with all rules set by the bank and external regulatory authorities and comply with all AML regulations.
Requirement
- Min 3 years of experience within Premier Banking (Candidates with less experience will be considered for the junior relationship manager position)
- CMFAS certifications
- Self-motivated, with strong sales drive & energy
- Proven track record in sales or demonstrated ability to achieve strong sales performance.
- Pleasant disposition with excellent interpersonal, communication skills and customer service orientation.
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