Relationship Manager, Treasures Private Client (Singapore/Malaysia), Consumer Banking Group recruitment
We deliver a comprehensive suite of innovative banking services and financial solutions to individuals, ranging from the man-in-the-street to the affluent customers. Providing sound wealth management and financial advisory services, we help our customers make informed decisions about their money and are committed to helping them plan and achieve their life goals. Products and services within the Consumer Banking Group include loans, credit cards, investment and unit trusts, insurance and priority banking.
Responsibilities
• Identify client’s needs and grow the business within the specific, assigned geographical area through proactive client acquisition and retention
• Introduce client to a wide range of products based on their suitability
• Source new and target market clients for the bank
• Ensure complete KYC, call reports and documentation for all clients
• Work with Team Lead to implement market focus strategy
• Comply with bank and regulatory requirements both in Singapore and in the specific geographical area
Requirements
• Degree Holder with proven wealth management sales track record (minimum 4 to 6 years), preferably from priority banking platform
• Knowledge on Trust set-up and private banking products is an advantage
• Strong understanding of compliance and regulatory requirements
• Excellent communication and relationship building skills
• Team player, able to work together with product / support teams and other banking arms to acquire clients
• For this particular role, specific focus will be to cover the Singapore/Malaysia market. One is expected to have established network of HNW customers in this region
We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognizes your achievements.