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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.