Relationship Manager (Retail Banking) - Foreign Bank

WATERSTONE CONSULTING PTE. LTD.

Singapore, Singapore
Conduct detailed wealth planning
Manage customer relationships
Bridge financial gaps with products
The role involves assisting retail customers with detailed wealth planning to bridge their financial gaps

Job Summary

  • The role involves assisting retail customers with detailed wealth planning to bridge their financial gaps.
  • Candidates will proactively manage and build relationships through various channels including referrals and tele-consulting.
  • The position requires a Degree holder with 1-2 years of experience in banking wealth planning.

Matching Summary

Match Score: 75

The role involves assisting retail customers with detailed wealth planning to bridge their financial gaps.

Skills & Requirements

Must-have

  • conduct detailed wealth planning
  • manage customer relationships
  • bridge financial gaps with products

Nice-to-have

  • proactive customer engagement
  • in-branch activity management
  • tele-consulting skills

Key Requirements

  • Degree holder
  • 1-2 years banking wealth planning experience
  • FAA regulatory certifications for investment products

Work Rights

Not specified

Tailored Resume

Cover Letter