Deskripsi Pekerjaan
Are you a driven finance professional looking to elevate your career in the heart of Singapore's financial district? Good Job Creations is seeking a proactive and client-focused Wealth Relationship Manager to join our expanding banking team. In this pivotal role, you will act as a trusted advisor, helping high-net-worth individuals and retail clients achieve their financial goals through comprehensive wealth management solutions.
We are looking for a relationship builder who thrives in a fast-paced environment and possesses a deep passion for financial markets. You will have the opportunity to provide personalized investment insights, manage complex portfolios, and deliver exceptional service that sets our banking standards apart. If you possess a consultative mindset and a desire to grow within the banking sector, we invite you to apply.
Tanggung Jawab
- Develop and maintain long-term relationships with a portfolio of banking clients to drive retention and satisfaction.
- Conduct comprehensive financial needs analysis to provide tailored investment, insurance, and wealth preservation solutions.
- Proactively identify new business opportunities and expand the client base through networking and referrals.
- Stay abreast of market trends, economic shifts, and regulatory changes to provide clients with timely and accurate financial insights.
- Collaborate with internal product specialists to structure bespoke financial strategies for diverse client profiles.
- Ensure full compliance with all internal policies, audit requirements, and MAS regulatory standards.
- Deliver exceptional customer service by resolving client queries efficiently and maintaining high service quality benchmarks.
Kualifikasi
- Degree in Finance, Business, Economics, or a related field.
- Minimum 1-3 years of experience in relationship management, personal banking, or wealth advisory.
- Possess CMFAS certifications (M1, M5, M6, M8, HI, etc.) is highly preferred.
- Strong interpersonal skills with the ability to communicate complex financial concepts clearly.
- Proven track record in meeting or exceeding sales and service KPIs within a banking environment.
- Self-motivated, result-oriented, and able to work independently as well as in a collaborative team setting.
- Proficiency in CRM software and financial planning tools.