Relationship Manager (Premier - Priority Banking)
Full time
at Morgan McKinley
in
Singapore
Posted on April 30, 2024
Job details
The client that we are partnering with is a prestigious bank that is well known for their personalised wealth management services. Role & Responsibilities
- Relationship building with high net worth (HNW) clients
- Understand the financial goals of HNW clients and offer wealth management solution such as insurance, leverage products, structured products and investment products to help them protect & grow their wealth
- Provide excellent customer service and banking experience
- Regularly send customers information relating to market movements and trend analysis on the financial products that they have purchased and present new and suitable opportunities to customers
- Engage in networking and marketing campaigns to increase customer base
- Comply with all regulations and controls as set by the Bank and external regulatory authorities
- Minimum 2 years of sales experience
- Effective communication skills
- Analytical and logical thinking
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