Our client, a leading retail bank, is looking for highly driven Relationship Managers to join their expanding team.
Key Responsibilities: -
- To provide financial advisory services as well as appropriate financial and investment solutions and advice to affluent and high-net-worth clients.
- To provide customers with timely information, advice and recommendations to meet their requirements.
- Manage relationships with new and existing affluent customers through professional consultative financial analysis.
- Up-sell, cross-sell and provide regular market information updates and trend analysis to these customers.
- Actively acquire and prospect new Premier Banking customers, develop and strengthen their relationships with the Bank in accordance with relevant business goals.
- Ensure proper advisory procedures and documentation while adhering to the Bank's internal policies, business processes and regulatory requirements (i.e. FAA and other related statutory Acts)
Job Requirements: -
- Bachelor's Degree in Banking, Business Administration, Economics or related field
- Possess CMFAS certifications (RES1B, RES2B, RES5, CM-EIP, CM-SIP, M8, M8A, M9, M9A, HI)
- Minimum of 2 years of relevant experience in the banking / financial industry experience in financial and investment product sales
- Sound knowledge of banking products and services including investment products such as unit trusts, bancassurance and treasury products.
- Highly motivated and a strong team player
- Excellent communication and interpersonal skills
- Good and consistent track record in sales or demonstrated ability to achieve strong sales performance.
