
Search by job, company or skills
Job ID: 1070953
Our client is expanding its Premier Banking business and is looking for experienced Relationship Managers to manage and grow a portfolio of onshore and cross-border clients, offering tailored financial solutions aligned with each client's life goals.
What You'll Be Doing
Conduct consultative financial reviews to understand clients financial objectives, risk profiles, and wealth planning needs
Build and nurture long-term, trusted relationships with Premier Banking clients through regular engagement and market updates
Provide tailored wealth solutions, including:
Investments and portfolio advisory
Bancassurance and protection planning
Secured and unsecured lending solutions
Structured and bespoke products where appropriate
Partner internal product specialists to deliver best-in-class client outcomes
Achieve consistent sales performance while maintaining strong client satisfaction and portfolio quality
Contribute to the growth of the Premier Banking franchise through excellent relationship management and client referrals
What We're Looking For
Minimum 1 years of experience as a Relationship Manager in Premier/Priority Banking
Solid grounding in wealth management, financial planning, and investment advisory
Proven ability to manage and grow a client portfolio
Exposure to onshore clients or cross-border markets is a strong advantage
Client-centric mindset with strong communication and relationship-building skills
Motivated, disciplined, and driven to build a sustainable long-term career in wealth management
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.
https://goodjobcreations.com.sg/en/privacy-policy/
EA Personnel Name: Gabriel Tan
EA Personnel Reg. No.: R22104076
EA Licence No.: 07C5771
Job ID: 147160977
Skills:
Treasury Products, Bancassurance, banking products and services, unit trusts, investment products, CMFAS certification
Skills:
Insurance, Fx, CMFAS M5, Wealth Management, MAS compliance, Deposits, unit trusts
Skills:
Wealth Management, Financial Planning, Market Analysis, investment products, Financial Markets
Skills:
Bancassurance, banking products and services, unit trusts, CMFAS certification M1 M5 M6 M6A M8 M8A M9 M9A HI, investment products, Treasury Products
Skills:
Financial advisory services, CMFAS certifications, Sales, Investment wealth management
We don’t charge any money for job offers