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Relationship Manager / Senior Relationship Manager

Bank of China
Singapore
Posted 2 days ago Permanent Competitive

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 qualications
  • 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 1B, 5, 6, 6A, 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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