Wealth Relationship Manager

The candidate will be responsible for managing, acquisition and growing a portfolio of Retail Banking clients by providing tailored financial solutions, building strong customer relationships, identifying sales opportunities across banking products and delivering excellent customer service.

Responsibilities

• To conduct a professional, consultative financial analysis and profiling session with customers to meet their financial needs/objectives.
• Build and strengthen customer relationships by regularly sharing market updates, insights, and analyses of local and international financial products.
• Identify, engage, and follow up with individual prospects to generate new business opportunities.
• To ensure compliance with all regulations and controls as set by the Bank and external regulatory authorities.

Requirements

• 1-3 years of experience of sales experience (Financial services or any other industry)
• Excellent interpersonal, communication and problem-solving skill

Vernon Quek

EA License No: 91C2918

Personnel Registration Number: R23111972