Job summary

Job Description

  • Conduct professional and consultative financial needs analysis to address retail client's needs
  • Help retail clients manage risks and financial needs as they progress through their career and life-stages
  • Taking strategic business deliverable, KPI's. client contact plans, to outperform targets
  • Can look forward to take over larger portfolios and service more affluent clients in the future
  • Foster and maintain strong re...

Job Description

  • Conduct professional and consultative financial needs analysis to address retail client's needs
  • Help retail clients manage risks and financial needs as they progress through their career and life-stages
  • Taking strategic business deliverable, KPI's. client contact plans, to outperform targets
  • Can look forward to take over larger portfolios and service more affluent clients in the future
  • Foster and maintain strong relationship with clients

Qualification/Pre-requisite

  • Ideally 2 years of working experience (within the financial services environment)
  • Ideally completed necessary CMFAS papers (if not, required to pass papers within 2 months of joining the bank)
  • Looking for someone who does not settle and always seeks to challenge himself/herself
View all

Financial Services

Premier Onshore Relationship Manager

  • TypePermanent
  • SalaryS$5000 - S$9500 per month
  • LocationSingapore

Premier Onshore Relationship ManagerIndustry: BankingLocation: Singapore...

Financial Services

Premier Onshore Relationship Manager

  • TypePermanent
  • SalaryS$5000 - S$9500 per month
  • LocationSingapore

Job DescriptionWe are seeking a dynamic and dedicated Premier Onshore Relationship Manager. The ideal candidate will have a p...

Financial Services

Regional Head, Strategy And Business ...

  • TypeBoth
  • SalaryUp to S$0.00 per annum
  • LocationSingapore

The successful applicant for the role of Head of Strategy and Business Management (Regional) will be at the helm of with critical planning and b...

Financial Services

Senior Manager, Alternatives Operatio...

  • TypePermanent
  • SalaryS$15000 - S$20000 per month
  • LocationSingapore

Senior Manager, Alternatives Operation Design and Delivery CompanyGravitas, one of the fastest growing specialist recrui...

Financial Services

Global High Net Worth Director

  • TypePermanent
  • SalaryUp to S$0.00 per annum
  • LocationSingapore

Responsibilities:Reporting to the lead of the global HNW teamServe as a central, dependable, and trusted asset, embodying t...