Reliable with strong interpersonal skill, able to articulate complex financial management concepts to a wide variety of professional and non-professional audiences. Strong entrepreneurship skill, able to work well independently or part of a team.
Work with various Treasures Relationship Managers from different teams within the District to actively engaged their client for Universal life and insurance opportunities.
Assigned to a dedicated team of Relationship Managers that deal with only client with Accredited Investor status.
Provide innovative product solutions to address customers' retirement planning, savings and financial protection needs to meet their financial goals.
Responsible for managing and maintaining healthy relationships with new and existing clients to achieve their long-term goals by providing financial advice supported by proper fact-finding process and risk-first approach model, strategizing in tailored financial products to suit their financial needs
Understanding high net worth clients needs, provide personalised financial solutions and market updates, while maintaining and building new/existing relationships on the premier/privilege segment
Acquiring and building strong banking relationship with new and existing customers.
Provide professional reliable portfolio re-balancing.
Understand each customer’s financial need as well as providing them with timely information, advice and recommendations to enhance their banking experience.
Undertake marketing activities for property project development and carry out detailed market research in the targeted project area.
Propose ideas and insight on project branding and specifications.