Priority Relationship Manager (Onshore)

[Job ID: 988016]

Responsibilities:

• Actively acquire and prospect new Premier Banking customers in the Singapore onshore market.
• Develop lasting client relationships to achieve both business objectives and personal growth targets.
• Contribute to Premier Banking’s success by consistently achieving sales goals and maintaining exceptional customer relationships.
• Offer consultative financial analysis to affluent clients, addressing their unique needs and providing personalized planning solutions.
• Keep clients informed with the latest market trends, insights, and investment opportunities.
• Promote a comprehensive range of banking products, including unit trusts, insurance, and treasury solutions.
• Maintain high service standards, ensuring client satisfaction and long-term loyalty.

Requirements:

• Minimum of 2-3 years of experience in sales within the banking and financial services industry, preferably managing affluent clients.
• A recognized university degree with relevant certifications (e.g., CMFAS certifications: RES1A, RES1B, RES2B, RES5, CM-EIP, CM-SIP, M8, M8A, M9, M9A, HI).
• Proven track record of achieving and exceeding sales performance targets.
• Strong understanding of financial products, including investment and insurance offerings.

We regret that only shortlisted candidates will be notified. However, rest assured that all applications will be updated to our resume bank for future opportunities.

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EA Personnel Name: Chan E Cheng Simone
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