[Job ID: 401667]
Overview
Join a leading bank in Singapore as a Personal Finance Executive for retail and premier clients. In this role, you will focus on acquiring and nurturing high-net-worth and qualified depositor clients, driving business growth through proactive engagement, delivering exceptional service, and ensuring compliance with regulatory standards.
Key Responsibilities
- Identify and onboard new high-net-worth and qualified depositor clients via outreach calls, in-person meetings, and strategic networking.
- Handle account opening processes and manage all KYC and regulatory documentation with accuracy and compliance.
- Promote and cross-sell banking solutions such as remittances, home loans, and other financial products to meet client needs.
- Build and maintain strong client relationships, ensuring smooth transaction processing and prompt resolution of inquiries.
- Address client concerns and complaints efficiently to minimize operational risk and enhance satisfaction.
- Adhere to regulatory requirements and internal policies, including KYC, AML/CFT, and other compliance standards.
- Work closely with internal teams and support ad-hoc projects or initiatives as assigned by management.
Requirements
- Diploma in any discipline.
- Solid understanding of retail banking products and services.
- Strong communication, interpersonal, and client management skills.
- Customer-focused approach with the ability to build trust and rapport.
- Self-motivated and capable of working independently as well as in a team to achieve targets.
- High level of professionalism, integrity, and ethical standards.
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EA Personnel Name: Ong Kang Quan Ryan
EA Personnel Registration Number: R23116952
EA License No.: 07C5771
