Job Overview
OUR CLIENT
Global tier 1 bank
HIGHLIGHTS
- Uncapped Commission
- Great Career Progression
- Team Growth
LOCATION
Across Singapore
Responsibilities:
- Actively acquire and prospect new onshore high net worth clients.
- Develop and strengthen long-term relationships with clients.
- To foster customer relationships by providing regular market information updates and analysis on local and international financial products.
- Take a consultative approach to understand every customer’s needs and recommending the right solutions to solve their financial needs
- Grow and maintain new or existing onshore high net worth clients.
- Provide solutions, advisory catering to clients’ financial and investment needs.
- Ensuring service provided is as of quality and high standard to clients
- Conduct financial needs analysis and profiling sessions to help clients to achieve their financial goals/needs through offering wealth management solutions such as insurance, structured deposits, loans, leverage products, structured products and investment products
Requirements:
- Degree with relevant CMFAS papers.
- At least 3 years of experience managing with onshore high net worth clients in the financial services space and show consistent sales performance
- Strong investment knowledge.
- Sound knowledge of banking products and services including investment products such unit trust, dual currency, corporate bonds, structured notes and leveraging facilities.
Interested candidate, please submit your updated CV to gabriel.tan@paradigmrecruitment.com.sg
We regret to inform you that only shortlisted applicants will be contacted.
EA Reg No: R22104076
EA License No: 21C0434