- Provide banking/professional wealth management and investment services to HNW individual clients (insurance, bonds, funds, equities etc.) based on their investment needs and objectives;
- Build up and maintain business relationships with the portfolio of customers;
- Formulate and execute sales and marketing strategies for wealth management and other products of the Group to achieve the sales targets;
- Perform investment portfolio analysis and provide re-allocation recommendation;
- Work closely with Product Specialist / Investment Consultant Team to ensure the viability of investment portfolios and achieve the investment objectives of customers;
- Formulate clients acquisition tactics through suitable sales strategy and execution of marketing event/sales activities to generate business;
- Full compliance with internal guidelines and external regulatory bodies.
- Preferably Degree holder or equivalent;
- Minimum 5 years experiences in wealth management serving HNW individual clients,
- Familiar with KYC and account documentation with solid knowledge of wealth management products;
- Knowledge of insurance products, bonds and funds will be a plus;
- Sales-oriented with good relationship building and customer service skills;
- Mature, independent and business oriented, with the ability to work effectively under pressure;
- Good command of written and spoken English and Chinese
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Ambition Singapore**Job details**: · Posted 12 April 2023 · SalaryNegotiable · LocationSingapore · Job type Permanent · DisciplineBanking & Financial Services · Reference264725_ · **Key Responsibilities**: · - Management of a portfolio of corporate relationships with a focus on metals & minerals ...
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Relationship Manager - Singapore - JMC CAPITAL ASSET MANAGEMENT SINGAPORE PTE. LTD.
Description
Roles & ResponsibilitiesJob Description:
Requirements:
Customer Service Skills
Wealth Management
Tactics
Referrals
Relationship Management
Wealth
Loans
Private Banking
Compliance
Pressure
Financial Analysis
Bonds
Banking
KYC
Financial Services
Equities