Senior Relationship Manager - Wealth Advisory SG

Responsibilities

JOB DESCRIPTION

Business Performance and Management

• To evaluate customers needs and provide solutions in the areas of wealth protection and accumulation, retirement planning, estate preservation and endowment planning
• Design and recommend wealth solution to meet the objectives of the customers
• Take initiative to plan and organize daily schedule for various sales generating activities
• Conduct daily calls to the customers in their portfolio base to arrange for appointments and to offer assistance to them
• To regularly update their clients on their holdings and investment performance
• Achieve monthly sales target for various banking products with consistency
• Fulfill training requirements which are set by the organization
• Ensure completeness and accuracy in application process to minimize reworks
  

Regulatory Compliance

• Ensure compliance with Group Policy and Standards and procedures of the Bank
• Ensure sales process is met and follow throughout and maintain BSC grading of A/B
• Ensure proper screening and gathering of customer information to satisfy KYC procedure
  

Requirements

Qualifications

• Degree or Diploma with local institution
  
  

Professional Qualification and/or Regulatory, Licensing Requirements

• M5, M6, M6A, M8, M9, M8A, M9A, M1B, HI
  
  

Relevant Work Experience

• Minimally 3 years of Wealth sales experience
  
  

Competencies/Skills

• Networking
• Prospecting
• Negotiation
• Self starter
• Good articulation
• Well versed in Insurance and Investments