Branch Wealth Relationship Manager [Banking]

[Job ID: 1059795]

Join our team as a Branch Sales & Service Manager and shape the financial future of our clients.

We offer more than just banking; we provide bespoke wealth solutions. In this role, you will be the primary advisor, conducting consultative analysis to understand and meet the unique financial objectives of our clients.

We are seeking a dynamic professional with at least 1 year of relationship management experience. Your expertise will be crucial in deepening client relationships by providing insightful market updates and trend analysis. If you are driven to exceed targets and thrive in a collaborative, high-performing environment, this is your opportunity to build a rewarding career with a leading international bank.

Responsibilities:

  • Conduct professional financial analysis and profiling sessions with customers to meet their financial needs and objectives.
  • Foster and deepen customer relationships by providing regular market information updates and trend analysis on local and international financial products.
  • Promote and offer a diverse range of banking products to both existing and prospective clients, including structured notes, FX trades (with leverage), and bonds (corporate and sovereign).
  • Provide expert financial analysis and deliver tailored wealth management solutions, including bancassurance, loans, and investment products.

Requirements:

  • 1 year of sales experience in a wealth management role within banking.
  • Local Diploma or Degree in any discipline.
  • Results-oriented, dynamic, and self-driven.
  • Excellent communication and interpersonal skills for building strong client relationships.

We regret that only shortlisted candidates will be notified. However, rest assured that all applications will be updated to our resume bank for future opportunities.

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EA Personnel Name: Tung Chi Jun (Deng Zijun)
EA Personnel Reg. no.: R25157470
EA License no.: 07C5771

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