Senior Wealth Relationship Manager (Onshore)

The candidate will be responsible for acquiring, managing and growing a portfolio of Onshore Premier clients, while delivering top-tier financial advisory services using a wide range of competitive financial products available in the market.

Responsibilities

• Conduct comprehensive financial needs analyses and provide tailored financial advisory & investment solutions to help Premier Banking clients achieve their financial goals.
• Build and strengthen relationships with new & existing customers by regularly sharing market updates, insights and financial products.
• Identify, engage, and follow up with individual prospects to generate new business opportunities.

Requirements

• Bachelor's Degree or min diploma in any discipline.
• Min 3 years of Premier Relationship Manager experience (Candidates with lesser experience will be considered for junior relationship manager position)
• CMFAS certifications
• Good knowledge of investment, insurance and treasury products.

Vernon Quek

EA License No: 91C2918

Personnel Registration Number: R23111972