Premier Private Client - Client Advisor, Global Consumer Financial Services

Description

We are looking for highly driven individual ready to take on new challenges and has the self-initiative, business acumen and tenacity to join our team! You will be ready to cover either markets in Onshore, South Asia or North Asia.

As a Client Advisor/Senior Client Advisor with Premier Private Client, your roles & responsibilities will include:

• Actively acquire and prospect new customers for the Premier Private Client (Onshore/Offshore) segment (AUM S$1.5 million & above).
• Develop and strengthen their 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 the 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.
• You will also ensure superior customer service and contribute to the overall customer experience of Premier Private Client.

Qualifications

• Good wealth management sales experience in the banking and financial services industry, preferably in managing the affluent segment with proven track record in sales performance.
• Recognised university degree and accreditation in CACS Paper 1 & Paper 2 and HI.
• Sound knowledge of banking products and services including investment products such as unit trusts, bancassurance and treasury products.
• You exhibit strong interpersonal, communication skills and good at tele-consulting.
• It is essential that you have the initiative, integrity and ability to work independently and as a team.
• You have the drive to succeed and is focused and disciplined to achieve the sales quota and revenue.