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    Relationship Manager/Senior Relation Manager, Retail Banking - Singapore - Bank of China Limited, Singapore Branch

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    Full time
    Description

    Responsibilities:

    • 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 relationships
    • Up-sell to existing customers through in-branch activities, road shows, referrals, tele-consulting and follow-up appointments

    Requirements:

    • A recognized University Degree or professional qualifications
    • At least 1 year of experience in banking wealth planning
    • Necessary regulatory certificates 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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