Relationship Manager (Wealth Management)

BANK OF CHINA LIMITED

Islandwide, Singapore
Tele-prospecting and in-person interactions
Tailoring holistic financial planning solutions
Developing new customer relationships
The role involves forging long-term relationships with mass-affluent customers to grow their wealth

Job Summary

  • The role involves forging long-term relationships with mass-affluent customers to grow their wealth.
  • Candidates must provide comprehensive financial advice including insurance and unit trusts for retail clients.
  • Success requires proactively expanding the customer base while meeting strict sales deliverables.

Matching Summary

Match Score: 75

The role involves forging long-term relationships with mass-affluent customers to grow their wealth.

Skills & Requirements

Must-have

  • Tele-prospecting and in-person interactions
  • Tailoring holistic financial planning solutions
  • Developing new customer relationships
  • Meeting sales targets consistently

Nice-to-have

  • Strong interpersonal skills
  • Results-oriented professional conduct
  • Knowledge of industry trends

Key Requirements

  • Diploma qualification or above
  • At least 2 years relevant financial advisory experience
  • CMFAS Module 5, 8, 8A, 9, 9A certifications
  • Health Insurance regulatory certification

Work Rights

Not specified

Tailored Resume

Cover Letter