Relationship Consultant - Customer Facing role / Private Wealth Management

SEARCH INDEX PTE. LTD.

Singapore
Commensurate with qualification + experience; incl...
Lead generation and client acquisition
Negotiation and deal structuring skills
Cross-sell banking and finance solutions
The role involves offering a comprehensive suite of private wealth banking services including mortgages, loans, and insurance solutions

Job Summary

  • The role involves offering a comprehensive suite of private wealth banking services including mortgages, loans, and insurance solutions.
  • Candidates are expected to identify potential clients, drive growth, and meet sales targets through active lead generation.
  • The position requires building long-term relationships with local and cross-border clients while coordinating with internal teams.

Matching Summary

Match Score: 85

The role involves offering a comprehensive suite of private wealth banking services including mortgages, loans, and insurance solutions.

Salary

Commensurate with qualification and experience; includes salary allowance, commission, and incentive

Skills & Requirements

Must-have

  • Lead generation and client acquisition
  • Negotiation and deal structuring skills
  • Cross-sell banking and finance solutions

Nice-to-have

  • Strong customer service mindset
  • Problem-solving and conflict resolution abilities
  • Attention to detail in portfolio reviews

Key Requirements

  • Polytechnic Diploma or Bachelor's degree
  • Sales and negotiation experience
  • EA License (Employment Agency)

Work Rights

Not specified

Tailored Resume

Cover Letter