Relationship Manager, Premier Wealth
Salary undisclosed
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Role: Relationship Manager, Premier Wealth
Location: Few branches available (will discuss further)
Company: Banking
Job Description
Provide a complete range of on investment products and services offering to meet the needs of affluent customers with investable asset
Job Responsibilities
- To develop new business opportunities.
- To sell client products & 3rd party products & services.
- Build and maintain close business relationship with the High Net Worth (HNW customers in providing value added investment.
- Involve and implement operational & marketing activities of Premier Wealth Centre.
- Handle all credit applications as well as the operational transactions within the permitted authority limit.
- Be guided by Certified Financial Planner (CFP) rules and regulations in providing investment advisory to affluent customers.
Job Skills
Obtained-licenses: FIMM,-IPPC,-PCE.-CEILI,-TBE (at least 2 or 3)
Job Requirements
- Minimum 2 years of experience in the sales related field is required for this position.
- Broad knowledge of banking products.
- Possess good interpersonal and relationship building skills with strong self-assured and confident.
- Able to think creatively, results oriented and high performance driver.
- Able to work under pressure and meeting tight deadlines, independent and a good team player.
- Excellent interpersonal skills.
- Must fully understand the product features and HNW individual life style needs.
- Must have strong balance of relationship management, customer and result orientation.
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