Wealth Banking Relationship Manager
Job Summary
Responsible for promoting and marketing various banking products such as unit trusts, insurance, and investments to potential clients. Manage and nurture relationships with existing and prospective customers to support portfolio growth. Provide professional financial advice and identify suitable solutions to meet customer needs.
Responsibilities
- Promote and market banking products and services
- Manage client relationships and provide financial advice
- Drive portfolio expansion through cross-selling
- Identify customer financial needs and investment solutions
Required Skills
- 3+ years in financial services
- Relationship management
- Strong sales and communication skills
- Target-driven and professional
Job Details
Responsibilities:
- Promote and market a wide range of banking products and services, including unit trusts, insurance, treasury investments, cards, deposits, and other retail banking products.
- Manage relationships with existing and prospective customers while providing sound financial advice to support portfolio growth and long-term engagement.
- Understand customers’ financial needs and match them with suitable banking and investment solutions.
- Drive portfolio expansion through proactive cross-selling of relevant banking products and services.
Requirements:
- Minimum 3 years experience in the financial services industry, preferably as a Personal Banker, Relationship Manager, or similar client-facing role.
- Candidates with strong sales experience may be considered.
- Good customer relationship management skills with a high level of integrity and professionalism.
- Strong communication and interpersonal skills.
- Dynamic, self-motivated, and target-driven.