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Premier Private Clients Advisor

2 months ago

Emory, United States Ambition Full time

Responsibilities:

Actively acquire and prospect new customers for the Premier Banking - Private Client (Onshore & Offshore) segment (AUM S$ million & above).

Develop and strengthen relationships with the Bank in accordance with relevant business goals.

Contribute to the bottom-line of Premier Private Client through the accomplishment of profit and growth targets.

Manage relationships with new and existing affluent customers through professional consultative financial analysis.

Up-sell, cross-sell, and provide regular market information updates and trend analysis to these customers.

Ensure superior customer service and contribute to the overall customer experience of Premier Private Client.

The ideal candidate will possess the following:

Recognized university degree

5 years or more of wealth management sales experience in the banking and financial services industry, preferably in managing the affluent segment with proven track record in sales performance.

Sound knowledge of banking products and services including investment products such as unit trusts, bancassurance, and treasury products.

Strong interpersonal and communication skills and good at tele-consulting.

Initiative, integrity, and ability to work independently and as a team.

The drive to succeed and is focused and disciplined to achieve the sales quota and revenue.

Job ID: 271755

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