Priority Relationship Manager

Key Responsibilities

• Actively acquire and prospect new Premier Banking customers from the onshore market (Singapore).
• Develop and deepen client relationships to achieve business objectives and personal growth targets.
• Contribute to the overall success of Premier Banking through consistent sales performance and exemplary customer relationship management.
• Provide professional consultative financial analysis to affluent clients, identifying their needs and recommending tailored financial planning solutions.
• Regularly update clients with market trends, insights, and potential investment opportunities.
• Promote and cross-sell an extensive range of banking products, including investment solutions such as unit trusts, insurance plans, and treasury products.
• Ensure superior customer service standards to enhance client satisfaction and loyalty.

• A minimum of 2-3 years of experience in sales within the banking and financial services industry, preferably managing affluent clients.
• Proven track record of achieving and exceeding sales performance targets.
• A recognized university degree
• Attained relevant certifications (CMFAS certifications: RES1A, RES1B, RES2B, RES5, CM-EIP, CM-SIP, M8, M8A, M9, M9A, HI).
• Exceptional interpersonal and communication skills, with the ability to engage and provide consultative advice to clients effectively.
• Self-motivated with a proactive approach, capable of working independently and in collaboration with team members.

We regret that only shortlisted candidates will be notified. However, rest assured that all applications will be updated to our resume bank for future opportunities.

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