Senior Relationship Manager - Wealth Advisory SG

Responsibilities:

Business Performance and Management

• 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 schedules for various sales-generating activities.
• Conduct daily calls to customers in their portfolio base to arrange for appointments and to offer assistance.
• Regularly update clients on their holdings and investment performance.
• Achieve monthly sales targets for various banking products consistently.
• Fulfill training requirements set by the organization.
• Ensure completeness and accuracy in the application process to minimize reworks.

Regulatory Compliance

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

Requirements:

Qualifications

Degree or Diploma

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 with strong articulation skills
• Well-versed in Insurance and Investments