Relationship Manager - Personal/Retail Banking

Role Summary

Join one of Singapore's most trusted and recognized Banks as a Relationship Manager in the Retail Banking segment.

You will offer an extensive range of products and services (Wealth Protection, sophisticated Investment products, etc.), actively prospect via branch walk-ins and tele-calls, and grow your book of clients.

Responsibilities

• Conduct professional financial analysis and profiling sessions with customers to meet their financial needs and objectives.
• Foster and deepen customer relationships by providing regular market information updates and trend analysis on local and international financial products.
• Promote and offer a diverse range of banking products to both existing and prospective clients, including Wealth Protection, Investments, and other Banking products/services.
• Administer Know Your Customer (KYC) and Customer Due Diligence (CDD) processes when onboarding new Clients.
• Demonstrating a good understanding of banking regulations, ensuring strict adherence to rules and guidelines while conducting business.

Requirements

• Minimum 1-2 years of sales experience,preferably in a wealth management role within banking.
• Local Diploma or Degree in any discipline.
• Results-oriented, dynamic, and self-driven.
• Excellent communication and interpersonal skills for building strong client relationships.

We regret to inform that only shortlisted candidates will be notified.

Appreciate your understanding.

EA: JAC Recruitment Pte. Ltd.

EA Licence: 90C3026

EA Reg No. R1879356

EA Personnel Name: Tan Deshun