Banking Wealth Relationship Manager

To apply or find out more, please contact

Leong Jia Wei

(Reg No: R25157456)

[email protected]

I specialize in Financial Advisory (FA) and Insurance Roles; please browse [More jobs from this company] for more roles.

About the Department

The Retail function provides Personal and Business Banking customers with financial solutions tailored to their needs. We help them manage their money wisely and meet their financial goals through an extensive range of products and services. These include deposit, insurance, secured and unsecured loans, investment and wealth advisory services.

Personal Financial Services

We engineer and deliver financial products and services that enable our consumers to experience enhanced banking convenience while maximizing the value of their funds. In addition, we place a strong emphasis on fostering and nurturing healthy saving and investment habits across all generations.
We are looking for driven individuals who...Thrive in client-facing sales roles
Are driven by financial incentives and career milestones
Desire fast track career progression

With a structured training program provided, you will...

• Deliver exceptional and memorable banking encounters for our customers
• Offer professional financial guidance to support our clients' wealth goals
• Utilize the banking network to reach and surpass established sales goals

Job Responsibilities

As a Personal Wealth Executive within the Personal Banking business, you will be responsible for rendering financial advisory to BANK'S mass-market customers. You will need to reach your personal sales goals while guaranteeing the precise and prompt completion of the entire transaction and compliance workflow.

• Offer sound financial consultation and investment options to address the financial planning objectives and criteria of the bank's client base
• Cultivate and strengthen relationships with the portfolio of clients allocated to you
• Maintain correct advisory protocols and paperwork while strictly following the financial institution’s internal guidelines, workflows, and regulatory frameworks (such as the FAA and alternative relevant statutory Acts)
  Perm Hire Directly With Local Bank in Singapore

Job Requirements

• A recognised university degree, but also open to Diploma / Degree Graduates without relevant work experience/certifications in wealth management
• Results-oriented, dynamic and self-driven
• Skilled at communicating with and managing internal and external stakeholders
• Demonstrated track record of meeting sales goals
• Proactive and capable of operating with little supervision
  

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