Job Description
Company Description
RHB Singapore is a progressive and growing financial
organization. We are committed to creating a fulfiling,
dynamic and engaging work environment for our team of
more than 15,000 employees across locations in ASEAN
and China.
Job Description
Providing financial advisory to clients offering wealth
management solution including insurance, unit trusts, FX
and deposits.
Take a consultative approach to understand every client's
needs and recommending the right solutions to solve their
financial problems and achieve financial freedom,
Cross-selling of full range wealth management products
to meet customers needs,
Providing clients with timely information and advice to
their financial needs
To engage customers through branch banking,
tele-appointments, customer referrals.
Cultivate partnerships with segment partners to obtain
and provide referrals
Proactively develop and establish long term relationships
with clients and provide good after-sales service to them
Establish new relationships and manage existing
relationship to generate new AUM
Qualifications
Degree in Banking/Business Administration/Economics or
related qualifications;
Preferably with 2 year relevant experience
Passion for banking, relationship management and
portfolio management
Excellent communication and interpersonal skills
Strong understanding of MAS compliance and regulatory
requirements
Preferably possesses CMFAS M5, M8, M8A, M9, M9A & HI
certificates
