Job ID: 1070953
Responsibilities
- Conduct professional and consultative financial analysis sessions with clients to understand their financial needs and objectives.
- Foster and strengthen long-term client relationships by providing regular market updates, product insights, and tailored financial advice.
- Promote a full suite of wealth management solutions, including investments, bancassurance, loans, and structured products, to offshore clients.
- Deliver consistent sales performance and contribute to the growth of Premier/Offshore Banking through excellent relationship management.
Requirements
- Minimum 3 years of experience in relationship management within the banking and financial services industry.
- Strong understanding of wealth management, financial planning, and investment advisory.
- Experience in managing offshore clients or cross-border markets will be an advantage.
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:
EA Personnel Name: Gabriel Tan
EA Personnel Reg. No.: R22104076
EA Licence No.: 07C5771
