Job ID: 988016
Key Responsibilities
- Drive acquisition of new Premier Banking clients within the Singapore onshore market.
- Build, nurture, and strengthen client relationships to meet both business and personal growth targets.
- Deliver strong sales performance while upholding Premier Banking's reputation for exceptional client experience.
- Conduct comprehensive financial reviews with affluent clients, identifying their needs and providing tailored wealth management and financial planning solutions.
- Keep clients well-informed with market updates, investment insights, and relevant opportunities.
- Actively promote and cross-sell a wide suite of wealth products, including unit trusts, insurance solutions, and treasury offerings.
- Consistently uphold superior service standards to drive client satisfaction, trust, and loyalty.
Requirements
- 2-3 years of proven sales experience in the banking sector, preferably in managing affluent customer segments.
- Strong track record of meeting or exceeding sales and revenue targets.
- Bachelor's degree with relevant CMFAS certifications (e.g., RES1A, RES1B, RES2B, RES5, CM-EIP, CM-SIP, M8, M8A, M9, M9A, HI).
- Sound knowledge of financial instruments, including investment and insurance products.
- Excellent communication and interpersonal skills, with the ability to provide trusted advisory services.
We regret that only shortlisted candidates will be notified. However, all applications will be retained in our resume bank for future opportunities. Your application will be processed in line with our company's Privacy Policy. Please refer to: https://goodjobcreations.com.sg/en/privacy-policy/
EA Personnel Name: Gabriel Tan EA Personnel Reg. No.: R22104076 EA Licence No.: 07C5771
