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.
- 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.
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).
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
