Associate Director

Job ID: 1070953

Key Responsibilities

• Acquire and develop new-to-bank Premier Banking clients within the Singapore onshore market.
• Build and manage long-term relationships with affluent and high-net-worth clients by understanding their financial goals and wealth management needs.
• Provide holistic financial advisory and tailored wealth solutions across investments, insurance, treasury, and banking products.
• Drive growth in Assets Under Management (AUM), revenue generation, and client portfolio expansion.
• Stay updated on market movements, economic trends, and investment opportunities to provide timely insights and recommendations to clients.
• Collaborate closely with internal product specialists and support teams to deliver a seamless client experience.
• Consistently achieve and exceed individual sales and performance targets while maintaining high service standards and regulatory compliance.

Requirements

• Minimum 1–3 years of experience as a Relationship Manager / Personal Banker / Wealth Relationship Manager within the banking and financial services industry.
• Proven track record in client acquisition, wealth sales, and portfolio growth within the affluent or premier banking segment.
• Strong understanding of wealth management products including unit trusts, insurance, structured products, FX, and treasury solutions.
• Possess relevant CMFAS certifications (e.g. M5, M8, M8A, M9, M9A, HI, CM-EIP, CM-SIP).
• Strong networking, relationship-building, and consultative sales skills.
• Self-driven, sales-oriented, and motivated to succeed in a target-driven environment.
• Excellent communication and interpersonal skills with the ability to engage affluent clients confidently.
  

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EA Personnel Name: Gabriel Tan
EA Personnel Reg. No.: R22104076
EA Licence No.: 07C5771