Affluent Relationship Manager, International Wealth

The Affluent Relationship Manager is a hybrid role and will service both Regional Premier customers and designated group of offshore customers.

Digital Offshore

• Encourage upfunding of customers from Digital Offshore channel to fulfil Premier funding criteria

• Obtain KYC/CDD information of upfunded customers to upgrade to Premier Banking

Regional Premier

• To provide “one-stop” banking solutions to our Regional Premier customers.

• To provide financial advisory, promote and cross-sell a comprehensive range of financial products and services to this group of customers

• To proactively manage and build long term customer relationship

• Encourage upfunding of customers from Regional Premier channel to fulfil Premier funding criteria

• Ensure adherence to the relevant policies, regulatory risk and compliance matters

Who you are:

• A degree or diploma in the relevant field, with experience in retail banking sales
• A results-driven mindset with a strong desire to overcome challenges
• Exceptional communication and interpersonal skills
• CMFAS certifications in RES5, M8, M8A, M9, M9A, HI