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Wealth Relationship Manager (Multiple Openings, Permanent role)
$ 3,300 - $ 5,000 / month
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Responsibilities:
- Assist the individual retail customer and advise them on various personal banking and financial products and services offered.
- Seek for opportunities to engage customers through branch banking touch points, tele-appointments, and/or outreach programs.
- Possess sound financial knowledge and provide holistic financial planning advice to the customers.
- Identify suitable financial solutions offered to meet their financial goals.
- Have a good understanding of banking regulations and adhere to guidelines when conducting business.
Requirements:
- Min. Diploma/Degree in Business Management, Consumer Psychology or related fields
- Willingness to work on a flexible schedule (I.e., Occasional weekends to assist your sales)
- Prior experience as a sales personnel in banking or financial products is a great bonus
- Relevant financial certifications (I.e., M5, M9 etc) is a bonus but not a must. We will assist you to attain the certs if you do not have them.
- A passion for banking and wealth management
- Excellent communication and listening skills
- Confidence and presentation skills
(EA Reg No: 20C0312)
Please email a copy of your detailed resume to [email protected] for immediate processing.
Only shortlisted candidates will be notified.
Responsibilities:
- Assist the individual retail customer and advise them on various personal banking and financial products and services offered.
- Seek for opportunities to engage customers through branch banking touch points, tele-appointments, and/or outreach programs.
- Possess sound financial knowledge and provide holistic financial planning advice to the customers.
- Identify suitable financial solutions offered to meet their financial goals.
- Have a good understanding of banking regulations and adhere to guidelines when conducting business.
Requirements:
- Min. Diploma/Degree in Business Management, Consumer Psychology or related fields
- Willingness to work on a flexible schedule (I.e., Occasional weekends to assist your sales)
- Prior experience as a sales personnel in banking or financial products is a great bonus
- Relevant financial certifications (I.e., M5, M9 etc) is a bonus but not a must. We will assist you to attain the certs if you do not have them.
- A passion for banking and wealth management
- Excellent communication and listening skills
- Confidence and presentation skills
(EA Reg No: 20C0312)
Please email a copy of your detailed resume to [email protected] for immediate processing.
Only shortlisted candidates will be notified.