About this role
The candidate will be responsible for managing, acquisition and growing a portfolio of Retail Banking clients by providing tailored financial solutions, building strong customer relationships, identifying sales opportunities across banking products and delivering excellent customer service. Responsibilities To conduct a professional, consultative financial analysis and profiling session with customers to meet their financial needs/objectives. Build and strengthen customer relationships by regularly sharing market updates, insights, and analyses of local and international financial products. Identify, engage, and follow up with individual prospects to generate new business opportunities. To ensure compliance with all regulations and controls as set by the Bank and external regulatory authorities. Requirements 1-3 years of experience of sales experience (Financial services or any other industry) Excellent interpersonal, communication and problem-solving skill Vernon Quek EA License No: 91C2918 Personnel Registration Number: R23111972
What they're looking for
Wealth ManagementFinancial PlanningCustomer AnalysisRelationship Management
About Adecco Personnel Pte Ltd
Industry: Administrative & support servicesSize: 200
Frequently asked questions
What does a Wealth Relationship Manager at Adecco Personnel Pte Ltd do?
The candidate will be responsible for managing, acquisition and growing a portfolio of Retail Banking clients by providing tailored financial solutions, building strong customer relationships, identifying sales opportunities across banking products and delivering excellent customer service. Responsi…
What skills does this Wealth Relationship Manager role need?
Key skills for this role include Wealth Management, Financial Planning, Customer Analysis, Relationship Management.
How much does a Wealth Relationship Manager at Adecco Personnel Pte Ltd pay?
This role lists a salary of S$3,500 – S$5,000 per month.
Is this Wealth Relationship Manager role remote, hybrid, or on-site?
The listing is based in Islandwide. Check the posting for remote or hybrid options.
How do I apply for this Wealth Relationship Manager role?
You can apply directly on Adecco Personnel Pte Ltd's careers page. ApplyLah can tailor your résumé and cover letter to this exact role in seconds first.
