Principal 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, and HI

Relevant Work Experience 

• Minimum 3 years of Wealth sales experience

Competencies/Skills 

• Networking
• Prospecting
• Negotiation
• Self starter
• Good articulation 
• Well versed in Insurance and Investments