Principal Relationship Manager - Wealth Advisory SG

Responsibilities:

Business Performance and Management

• Achieve monthly sales target via sale of Wealth products while abiding financial regulatory requirements throughout the selling process.
• To build strong banking relationship with customers by providing quality financial advice and ensuring customer satisfaction at the same time.
• Evaluate customers' needs and provide solutions in the areas of wealth protection and accumulation, retirement planning, estate preservation and endowment planning.
• Design and recommend wealth solutions to meet the objectives of the customers.
• Take initiative to plan and organize daily schedule for various sales generating activities.
• Conduct daily calls to the customers in their portfolio base to arrange for appointments and to offer assistance to them.
• Regularly update clients on their holdings and investment performance.
• Achieve monthly sales target for various banking products with consistency.
• Fulfil training requirements set by the organization.
• Ensure completeness and accuracy in application process to minimize reworks.

Regulatory Compliance

• Ensure compliance with Group Policy and Standards and procedures of the Bank.
• Ensure sales process is met and followed throughout, maintaining BSC grading of A/B.
• Ensure proper screening and gathering of customer information to satisfy KYC procedures.

Requirements:

Qualifications

• Degree or Diploma from a local institution.
• Professional Qualification and/or Regulatory, Licensing Requirements: M5, M6, M6A, M8, M9, M8A, M9A, M1B, and HI.

Relevant Work Experience

• Minimum 3 years of Wealth sales experience.

Competencies/Skills

• Networking
• Prospecting
• Negotiation
• Self-starter
• Good articulation
• Well versed in Insurance and Investments