Relationship Manager, MMP Team
On-siteSingapore, Singapore
Job Summary
Cultivate and maintain strong, long-term relationships with existing Mass Market Premier clients while identifying and acquiring new accounts through prospecting and networking. Conduct comprehensive financial needs analysis to offer tailored banking products, investment solutions, and wealth management services, ensuring full compliance with internal policies and regulatory requirements. Achieve individual sales targets by providing proactive financial advice on market trends and collaborating with product specialists to deliver integrated solutions. Handle client inquiries and complaints efficiently, participate in marketing events, and prepare regular reports on portfolio performance and sales activities.
Required Qualifications
- Bachelor's degree in Banking, Finance, Business Administration, or a related field
- Minimum of 3-5 years of experience in relationship management within the retail banking or wealth management sector
- Experience serving high-net-worth clients
- Proven track record of consistently meeting and exceeding sales targets
- Strong understanding of financial products, investment instruments, and wealth management services
- Excellent communication, interpersonal, and presentation skills
- Client-centric mindset with a strong commitment to delivering exceptional service
- Ability to work independently and as part of a team in a fast-paced environment
- Proficiency in English
Desired Qualifications
- Relevant financial certifications (e.g., CMFAS modules)
- Knowledge of other languages
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