- Detailed wealth planning for retail customers
- Bridging customers' financial gaps with wealth management products, namely insurance, deposits, unit trusts and mortgages through customers' needs-based profiling
- Proactively manage and build customer relationships
- Up-sell to existing customers through in-branch activities, road shows, referrals, tele-consulting and follow-up appointments
- A recognised University Degree or professional qualifications
- At least 1 year of experience in banking wealth planning
- Necessary regulatory certifications for advising investment products as classified under the FAA regulatory framework, namely CMFAS Module 5, 8, 8A, 9, 9A and Health Insurance
- Effectively bilingual in English and Chinese so as to communicate with Chinese-speaking customers
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PMO - Retail banking
Found in: Talent SG 2A C2 - 3 days ago
OPTIMUM SOLUTIONS (SINGAPORE) PTE LTD SingaporeRoles & Responsibilities · Optimum Solutions (Registration Number: N) is Singapore's leading Information Technology , Consulting and Professional Services company with Competence in Digital Transformation, Automation, Robotics, Cloud, Big Data, Analytics and Emerging technologies ...
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Head of Retail Credit, Banking
Found in: One Red Cent Asia eFC C2 - 1 day ago
Charterhouse Partnership Singapore Singapore Full timeHeading the entire group Retail Credit establishment, you will manage the following, · Oversee the bank's strategic Technology & Operations initiatives and programs specific to Group Retail's Credit platforms and capabilities. · Program management, Change management, undertake sc ...
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Senior RETAIL Banking Relationship Manager
Found in: Talent SG 2A C2 - 3 days ago
GRAVITAS RECRUITMENT GROUP (SG) PTE. LTD. SingaporeRoles & Responsibilities · Our international client is specifically looking for high calibre professionals to join their expanding Onshore Team. · Role Responsibility: · Work closely with other team members and other members of the Wealth Management team, such as investment, ins ...
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Retail banking Settlement Product Manager
Found in: Talent SG 2A C2 - 3 days ago
BANK OF CHINA LIMITED SingaporeRoles & Responsibilities · Job Description · 1. Manage payment and settlement products, including remittance, cheques, cashier's orders, foreign drafts, foreign currency exchange, gold savings and other gold-related products. · 2. Conduct regular market research to continually im ...
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Head, Personal Financial Services, Retail Banking
Found in: One Red Cent Asia eFC C2 - 5 days ago
Charterhouse Partnership Singapore Singapore Full timeHeading the entire group Retail Banking Personal Financial Services establishment, you will manage the following: · Oversee the bank's strategic Technology & Operations initiatives and programs specific to Group Retail's banking, cards, secured and unsecured loans platforms and c ...
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Relationship Manager/Senior Relation Manager, Retail Banking
Found in: One Red Cent Asia eFC C2 - 5 days ago
Bank of China Limited, Singapore Branch Singapore Full timeResponsibilities: · • Detailed wealth planning for retail customers · • Bridging customers' financial gaps with wealth management products, namely insurance, deposits, unit trusts and mortages through customers' needs-based profiling · • Proactively manage and build customer rela ...
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VP, Senior Client Advisor, Privilege Banking, Group Retail
Found in: Talent SG C2 - 3 days ago
United Overseas Bank Singapur, Singapore Full timeVP, Senior Client Advisor, Privilege Banking, Group Retail · Posting Date: 07-May-2023 Location: Singapore (City Area), Singapore, · Company: United Overseas Bank Ltd About UOB · United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more t ...
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Retail Lending and Credit Risk Analyst role for a 6 months contract with a leading bank
Found in: Talent SG 2A C2 - 3 days ago
ALLEGIS GLOBAL SOLUTIONS (SINGAPORE) PTE. LTD. SingaporeRoles & Responsibilities · Allegis Global Solutions is the exclusive Contingent HR services provider for one of the world's leading banks. · At Allegis Global Solutions we're proud to be the leader in global talent solutions. We draw upon decades of industry expertise to develop ...
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VP, Senior Team Head, Privilege Banking, Personal Financial Services, Group Retail
Found in: Talent SG C2 - 6 hours ago
United Overseas Bank Singapur, Singapore Full timeVP, Senior Team Head, Privilege Banking, Personal Financial Services, Group Retail · Posting Date: 06-May-2023 Location: Singapore (City Area), Singapore, · Company: United Overseas Bank Ltd About UOB · United Overseas Bank Limited (UOB) is a leading bank in Asia with a ...
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Bank Teller
Found in: Talent SG 2A C2 - 2 days ago
WATERSTONE CONSULTING PTE. LTD. SingaporeRoles & ResponsibilitiesPerform Retail Banking Transactions including Money Exchange, Remittance and Personal Account Management · Handling operational matters, such as Inward/Outward Remittance (Meps Telegraphic transfer, Drafts, Cashier Order) · Liaising with customer, banks, r ...
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Relationship Manager
Found in: Talent SG 2A C2 - 1 day ago
HR-PRO RECRUITMENT SERVICES PTE. LTD. SingaporeRoles & Responsibilities · Job Description · To provide customer service on retail banking products; · To attend personal loan application; · To conduct marketing on bank cards and other personal products on batch basis; · To maintain relationship with VIP customers; · To provide ...
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Relationship Manager
Found in: Talent SG 2A C2 - 6 hours ago
WATERSTONE CONSULTING PTE. LTD. SingaporeRoles & Responsibilities · You will assist in conducting detailed wealth planning to our retail customers and bridging their financial gaps with wealth management products, namely insurance, deposits, unit trusts, insurance and mortgages through customer needs based profiling. Me ...
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Personal Banker
Found in: Talent SG 2A C2 - 3 days ago
ADECCO PERSONNEL PTE LTD SingaporeRoles & Responsibilities · Our client, with a strong presence in Asia, is looking to hire Personal Bankers to join their retail banking division. · about the job · As a Personal Banker your primary focus will be: · Serving retail clients and providing expert advice on the wide ra ...
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Personal Banker
Found in: Talent SG 2A C2 - 1 day ago
ADECCO PERSONNEL PTE LTD SingaporeRoles & Responsibilities · Our client, with a strong presence in Asia, is looking to hire Personal Bankers to join their retail banking division. · about the job · As a Personal Banker your primary focus will be: · Serving retail clients and providing expert advice on the wide ra ...
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Head of Consumer Banking Operations
Found in: Talent SG 2A C2 - 1 day ago
BEATHCHAPMAN (PTE. LTD.) SingaporeRoles & ResponsibilitiesEstablished banking client · Opportunity for growth · Excellent exposure · Head of Consumer Banking Operations · An established bank is seeking a Head of Consumer Banking Operations to join the team. · The Head of Consumer Banking Operations will be respon ...
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bau & qr pmo
Found in: Talent SG 2A C2 - 6 days ago
SHELL INFOTECH PTE. LTD. SingaporeRoles & Responsibilities · The BAU & QR PMO role is required to assist PFS Bank and PFS Cards stream leads with the development and implementation Quarterly Releases (QR), including release plans, policies and solutions and contribute to issue resolution and escalation, research, ...
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Bank Teller
Found in: Talent SG 2A C2 - 3 days ago
ADECCO PERSONNEL PTE LTD SingaporeRoles & Responsibilities · The Opportunity · This is an exciting opportunity to work for one of the leading global banks. · It is an opportunity for an experienced Bank Teller to join their team · The Job · Provide over the counter banking services and assist with enquiries from ...
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Personal Banker
Found in: Talent SG 2A C2 - 3 days ago
PIVOTAL CAREER SOLUTIONS PTE. LTD. SingaporeRoles & Responsibilities · As a Personal Banker, you will be based at one of our island-wide Branches and will provide comprehensive, one-stop financial advisory services to customers through the active promotion and cross-selling of our full range of wealth management products t ...
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Fresh Graduates/Poly
Found in: Talent SG 2A C2 - 4 days ago
D L RESOURCES PTE LTD SingaporeRoles & Responsibilities · Retail Bank Investments Ops - Deposits · Job Description: · Maker role that involves data input and transactional processing of customer instructions. · Perform reconciliation of instructions and participate in adhoc tasks assigned. · Administrative du ...
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Relationship Manager
Found in: Talent SG 2A C2 - 3 days ago
ADECCO PERSONNEL PTE LTD SingaporeRoles & Responsibilities · Our client, a leading bank in Asia, is looking to hire Relationship Managers to join their retail banking division. · about the job · As a Relationship Manager, you will responsible for: · Promoting and offering a diverse range of banking products to bo ...
Senior/Relationship Manager, Retail Banking - Singapore - BANK OF CHINA LIMITED
Description
Roles & ResponsibilitiesJob Description
Requirements
Wealth Management
Customer Relationship
Referrals
Investment Advisory
Financial Planning
Customer Relationships
Relationship Management
Wealth
Adaptability
Life Insurance
Financial Analysis
Banking
Customer Service
Health Insurance
Customer Service Experience