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adecco personnel pte ltd

Wealth Relationship Manager

1-3 Years
SGD 3,500 - 5,000 per month
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Job Description

The candidate will be responsible for managing, acquisition and growing a portfolio of Retail Banking clients by providing tailored financial solutions, building strong customer relationships, identifying sales opportunities across banking products and delivering excellent customer service.

Responsibilities

  • To conduct a professional, consultative financial analysis and profiling session with customers to meet their financial needs/objectives.
  • Build and strengthen customer relationships by regularly sharing market updates, insights, and analyses of local and international financial products.
  • Identify, engage, and follow up with individual prospects to generate new business opportunities.
  • To ensure compliance with all regulations and controls as set by the Bank and external regulatory authorities.

Requirements

  • 1-3 years of experience of sales experience (Financial services or any other industry)
  • Excellent interpersonal, communication and problem-solving skill

Vernon Quek

EA License No: 91C2918

Personnel Registration Number: R23111972

More Info

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Job ID: 150630065

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