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Emerging Affluent Relationship Manager, International Wealth

1-4 Years
SGD 3,800 - 5,500 per month
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  • Posted 21 hours ago
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Job Description

The Emerging Affluent Relationship Manager is a hybrid role and will service both Regional Premier customers and designated group of offshore customers.

Digital Offshore

  • Encourage upfunding of customers from Digital Offshore channel to fulfil Premier funding criteria

  • Obtain KYC/CDD information of upfunded customers to upgrade to Premier Banking

Regional Premier

  • To provide one-stop banking solutions to our Regional Premier customers.

  • To provide financial advisory, promote and cross-sell a comprehensive range of financial products and services to this group of customers

  • To proactively manage and build long term customer relationship

  • Encourage upfunding of customers from Regional Premier channel to fulfil Premier funding criteria

  • Ensure adherence to the relevant policies, regulatory risk and compliance matters

Who you are:

  • A degree or diploma in the relevant field, with experience in retail banking sales

  • A results-driven mindset with a strong desire to overcome challenges

  • Exceptional communication and interpersonal skills

  • CMFAS certifications in RES5, M8, M8A, M9, M9A, HI is an added advantage

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Job ID: 148620163