Relationship Manager

About the job

Job Summary

The purpose of the role is to

• Maximize new business/acquisition/referral opportunities and deepening existing customer relationships to the specified service standards for the Priority Clients segment
  

Key Responsibilities

Implementation and oversight of the below individual responsibilities:

• To conduct a professional, consultative financial analysis and profiling session with customers to meet their financial needs/objectives.
• To foster and deepen customer relationships by providing regular market information updates and trend analysis on local and international financial products.
• In consultation with the PB team manager/ branch manager/ PTL, draw up monthly plans for achieving/exceeding sales targets to meet new business and customer acquisition goals
• To participate in marketing and promotional activities for customer acquisition.
• To source and call on individual prospects
• To provide quality, efficient after-sales services
• To manage anti-attrition and retention of clients
• To organise and conduct sales presentations to groups, clubs, associations, companies and other organisations.
• To solicit referrals from other parts of SCB eg. RMs from C&I, staff, etc.
• To comply with all applicable money laundering prevention procedures and in particular, report any suspicious activity to the Transaction Monitoring Unit.
• To ensure compliance with all regulations and controls as set by the Bank and external regulatory authorities.
  
  

Key stakeholders

• Product managers, STMs and etc.
  
  

Our Ideal Candidate

• RNF & CFMAS Certificates
  
  

Role Specific Technical Competencies

• Client Acquisition Experience
• Account Management (of HNW Individuals) Experience
• Technical knowledge and expertise in consumer banking products (i.e. Treasury, Equities, Funds, Insurance, etc)
  

Interested candidates who wish to apply for the advertised position, please click on Apply Now We regret that only shortlisted candidates will be notified.

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Company information

JP TALENT ACQUISITION PRIVATE LIMITED (202644999M)

EA Personnel Name: Alex Qiu Jiayi

EA Personnel Reg. no.: R26164631

EA License no.: 26C3770