Roles & Responsibilities

As a Relationship Manager, in addition to providing team support to your counterparts, you will be expected to actively develop the accounts within your own portfolio to meet and exceed quarterly sales targets as stipulated in the “Quarterly Scorecard” as well as ensure that relationships are managed professionally in line with compliance ethics.

Job Purpose

• Maximize new business/acquisition/referral opportunities and deepening existing customer relationships to the specified service standards for the Priority Clients segment

The Role Responsibilities

• To conduct a professional, consultative financial analysis and profiling session with customers to meet their financial needs/objectives
• To foster and deepen customer relationships by providing regular market information updates and trend analysis on local and international financial products (North Asia, Malaysia, Indonesia, ROW, India market etc.)
• In consultation with the PB team manager/branch manager/ PTL, draw up monthly plans for achieving/exceeding sales targets to meet new business and customer acquisition goals
• To participate in marketing and promotional activities for customer acquisition
• To source and call on individual prospect
• To provide quality, efficient after-sales service
• To manage anti-attrition and retention of clients
• To organise and conduct sales presentations to groups, clubs, associations, companies and other organisations
• To solicit referrals from other parts of Bank e.g. RMs from C&I, staff, etc
• To comply with all applicable money laundering prevention procedures and in particular, report any suspicious activity to the Transaction Monitoring Unit
• To ensure compliance with all regulations and controls as set by the Bank and external regulatory authorities.

Our Ideal Candidate

• Understands the core concepts, principles, processes or procedures of Wealth Management and Banking
• Experience in Relationship Management
• Proficiency in Business language as the incumbent will be supporting relevant market

Please also provide the following information in the resume to facilitate processing.

1) Reasons for leaving current and/or last employment

2) Last drawn and/or current salary

3) Expected salary

4) Date of availability / Notice Period

We regret that only shortlisted candidate will be notified. Your application will be treated in strictest confidence.

For more career opportunities, please visit our website at www.solinvictus.com.sg. We wish you all the best in your career search.

EA Personnel : Ng Soon Wang

Reg No. : R1330561

EA Licence No. : 21C0465

Tell employers what skills you have

Wealth Management
Audit and Compliance
Referrals
Aftersales
Middle Office
Regulatory Compliance
Wealth Management Services
Know Your Client - KYC
Customer Relationships
Relationship Management
Trend Analysis
Customer Acquisition
Compliance
Financial Analysis
Banking
AML
Prevention