Jobs

    Senior/Relationship Manager, Retail Banking - Singapore - BANK OF CHINA LIMITED

    BANK OF CHINA LIMITED
    BANK OF CHINA LIMITED Singapore

    Found in: Talent SG 2A C2 - 2 days ago

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    Description
    Roles & Responsibilities

    Job Description

    • 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

    Requirements

    • 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
    Tell employers what skills you have

    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

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