Relationship Manager, Consumer Banking

BANK OF CHINA LIMITED

Islandwide
Sgd 3,500 - 5,000 / monthly pm
On-site
Wealth management
Referrals
Financial planning
Responsibilities We are looking for qualified wealth-planning professionals to join our Consumer Banking team. As a Relationship Manager, you are self-driven, enjoy interacting with people and are adept at building a network of customers via tele-prospecting and in-person interactions. With a focus on forging long-term relationships with our mass-affluent customers, you are able to tailor holistic financial planning solutions to address customers’ unique needs and grow their wealth with us. Provide comprehensive financial advice and wealth management solutions for retail customers, including but not limited to insurance and unit trusts Be well-versed in the bank’s products and services to address customers’ financial needs Establish new customer relationships, proactively develop and manage your customer’s wealth portfolio to generate revenue Consistently meet sales targets and all other deliverables Requirements Diploma qualification or higher At least 1 year of relevant financial advisory experience in banking and/or financial services. Candidates with more years of relevant experience will be considered for a Senior Relationship Manager role. Equipped with the necessary regulatory certifications for advising investment products as classified under the FAA regulatory framework, namely CMFAS Module 5, 8, 8A, 9, 9A and Health Insurance Strong interpersonal skills and results-oriented with professional conduct and a proven ability to consistently achieve sales targets Good knowledge of wealth management and investment products, as well as industry trends

Job Summary

  • Responsibilities We are looking for qualified wealth-planning professionals to join our Consumer Banking team
  • As a Relationship Manager, you are self-driven, enjoy interacting with people and are adept at building a network of customers via tele-prospecting and in-person interactions
  • Candidates with more years of relevant experience will be considered for a Senior Relationship Manager role

Matching Summary

Match Score: 85

Responsibilities We are looking for qualified wealth-planning professionals to join our Consumer Banking team. As a Relationship Manager, you are self-driven, enjoy interacting with people and are adept at building a network of customers via tele-prospecting and in-person interactions. With a focus on forging long-term relationships with our mass-affluent customers, you are able to tailor holistic financial planning solutions to address customers’ unique needs and grow their wealth with us. Provide comprehensive financial advice and wealth management solutions for retail customers, including but not limited to insurance and unit trusts Be well-versed in the bank’s products and services to address customers’ financial needs Establish new customer relationships, proactively develop and manage your customer’s wealth portfolio to generate revenue Consistently meet sales targets and all other deliverables Requirements Diploma qualification or higher At least 1 year of relevant financial advisory experience in banking and/or financial services. Candidates with more years of relevant experience will be considered for a Senior Relationship Manager role. Equipped with the necessary regulatory certifications for advising investment products as classified under the FAA regulatory framework, namely CMFAS Module 5, 8, 8A, 9, 9A and Health Insurance Strong interpersonal skills and results-oriented with professional conduct and a proven ability to consistently achieve sales targets Good knowledge of wealth management and investment products, as well as industry trends

Salary

SGD 3,500 - 5,000 / Monthly

Skills & Requirements

Must-have

  • Wealth Management
  • Referrals
  • Financial Planning
  • Interpersonal Skills
  • Customer Relationships

Nice-to-have

  • Wealth
  • Data Entry
  • Retail Banking
  • Forging
  • Banking
  • Financial Advisory
  • Unit Trusts
  • Health Insurance
  • Financial Services
  • Customer Service Experience

Key Requirements

  • Minimum 1 years experience

Work Rights

Tailored Resume

Cover Letter