Relationship Manager

RESPONSIBILITIES

Sales & Advisory

• Market a range of retail banking and investment products.
• Upsell and cross-sell the Bank's suite of products and services.
• Offer advisory service recommending suitable wealth management products for potential customers.
• Knowledge of internal policies and procedures to effectively manage the sales cycle and facilitate operational execution of transactions.
• Report sales activities and results to the management on a regular and prompt manner.
• Competent on all KYC/CDD procedures, AML guidelines and all other regulatory guidelines governing the Sales & Advisory process.
• With the cues from customer feedback, pro-actively identify opportunities and provide feedback for improvements in all areas including product & service offering, sales process or operations.
• Supporting, contributing, promoting and driving technology initiatives like Internet applications, mobile applications, etc towards promoting customer convenience and service excellence.

Customer Relationship Management

• Take ownership to respond for all customer issues and navigate internally to address issues promptly and/or escalate to relevant authorities promptly.
• To act as a single point of contact for all customers under handling.

Operational Efficiency

• Be responsible for 100% accuracy on the various forms submitted to Operations or to Partners for execution.
• Jointly responsible for the upkeep of the branch aesthetics as per the Corporate Identity guidelines.

REQUIREMENTS

• Bachelor’s Degree or equivalent, preferably in Banking, Insurance & Financial Services.

• MBA or Executive MBA qualification is advantageous.

• Minimum of 1-2 years of experience in sales and financial products and services.

• CMFAS certified required - M5, M8, M8A, M9, M9A, HI, BCP, PGI.

• Excellent customer-focused mindset and strong interpersonal skills.

• Sound knowledge of banking, wealth management and insurance products.

• Strong understanding of financial compliance and regulatory requirements in Singapore.