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Relationship Manager/Senior Relation Manager, Retail Banking

Bank of China Limited, Singapore Branch Singapore
Posted 5 days ago Permanent S$3k - S$6k
You will be responsible for expanding customer base through active participation in client engaging activities. You are proficient in providing detailed and quality wealth planning for retail customers. Ideally, you bring with you 1 year of relevant experience in the Banking/Insurance industry and have obtained the necessary certifications.

Responsibilities:
• Detailed wealth planning for retail customers
• Bridging customers' financial gaps with wealth management products, namely insurance, deposits, unit trusts and mortages through customers' needs-based profiling
• Proactively manage and build customer relationships
• Up-sell to existing customers through in-branch activities, road shows, referrals, tele-consulting and follow-up appointments


Requirements:
• A recognized University Degree or professional qualifications
• At least 1 year of experience in banking wealth planning
• Necessary regulatory certificates for advising investment products as classified under the FAA regulatory framework, namely CMFAS Module 5,8,8A,9,9A and Health Insurance
• Effectively bilingual in English and Chinese so as to communicate with Chinese-speaking customers
 

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