Senior Wealth Relationship Manager (Onshore)

The candidate will acquire, manage, and expand a portfolio of Onshore Premier clients, providing high-quality financial advisory services through a broad selection of competitive financial products available in the market.

Responsibilities

• Perform thorough financial needs analyses and deliver customised financial advisory and investment solutions to support Premier Banking clients in achieving their financial objectives.
• Develop and maintain strong relationships with new and existing customers by consistently sharing market updates, insights, and suitable financial products.
• Discover, engage, and follow up with individual prospects to create new business opportunities.

Requirements

• Bachelor's Degree or min diploma in any discipline.
• Min 3 years of Premier Relationship Manager experience (Candidates with lesser experience will be considered for junior relationship manager position)
• CMFAS certifications
• Good knowledge of investment, insurance and treasury products.

Vernon Quek

EA License No: 91C2918

Personnel Registration Number: R23111972