Senior Relationship Manager - Wealth Advisory SG

Responsibilities: Business Performance and Management • To 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 solution 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 • To regularly update their clients on their holdings and investment performance • Achieve monthly sales target for various banking products with consistency • Fulfill training requirements which are 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 follow throughout and maintain BSC grading of A/B • Ensure proper screening and gathering of customer information to satisfy KYC procedure Requirements: Qualifications • Degree or Diploma with local institution Professional Qualification and/or Regulatory, Licensing Requirements • M5, M6, M6A, M8, M9, M8A, M9A, M1B, HI Relevant Work Experience • Minimally 3 years of Wealth sales experience Competencies/Skills • Networking • Prospecting • Negotiation • Self starter • Good articulation • Well versed in Insurance and Investments