Premier Relationship Director
Posted on:
Full Time
Job Scope
PRIMARY OBJECTIVE
- To maintain close relationship with existing customers in order to increase wallet share of customers and to maximize business opportunities
- Provide sound advisory on wealth management and financial planning
- Manage customer expectations and provide excellent service at all times
KEY RESPONSIBLITIES
- To maintain close relationship with existing customers in order to increase wallet share of customers and to maximize business opportunities
- Provide sound advisory on wealth management and financial planning
- Manage customer expectations and provide excellent service at all times
Job Requirement
- Bachelor Degree in Finance/Banking or relevant
- Minimum 5 years experience in banking wealth management and financial planning.
- Possess all the licenses including IPPC, FIMM, CEILI, PCE.
- PC / Microsoft Office literate with excellent presentation, interpersonal and communication skill
- Relevant experience & exposure to Wealth Management and financial products
- Possess pleasant personality and versatile
- Able to interact with customers from all walks of life
- Confident and sociable in character
Minimum Year of Working Experience
5 Years
Minimum Qualification
Bachelor's Degree
Minimum Grade
Not Specified
Field Of Study
Not Specified