Provide financial advisory services, manage wealth and insurance portfolios, acquire new customers, and maintain client relationships to drive sales and meet financial needs.
Responsibilities:
Reporting to the Team Supervisor, you will be providing Wealth and Insurance portfolio management to the Bank's clients. In addition, you are to acquire customers to join RHB Mass Banking as part of ongoing strategy of the Bank. If you are service-oriented and have strong interpersonal skills, we welcome you to join us and develop a rewarding relationship with us.
Responsibilities:
- Providing financial advisory to clients offering wealth management solution including insurance, unit trusts, FX and deposits
- Take a consultative approach to understand every client's needs and recommending the right solutions to solve their financial problems and achieve financial freedom
- Cross-selling of full range wealth management products to meet customers’ needs
- Providing clients with timely information and advice to their financial needs
- To engage customers through branch banking , tele-appointments, customer referrals.
- Cultivate partnerships with segment partners to obtain and provide referrals
- Proactively develop and establish long term relationships with clients and provide good after-sales service to them\
- Establish new relationships and manage existing relationship to generate new AUM
Requirements:
- Degree or Diploma in Banking/Business Administration/Economics or related qualifications
- Minimum 3 years relevant sales experience
- Self-driven, highly motivated, thrive on challenges and able to work as a team player
- Strong understanding in investment and insurance products is an added advantage
- Strong understanding of financial compliance and regulatory requirements in Singapore is an added advantage
- Preferably possesses CMFAS M5, M8, M8A, M9, M9A & HI certificates
Top Skills
Financial Advisory
Insurance
Unit Trusts
Wealth Management
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