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Wealth Management Banker | 5 days, Bank hours | Attractive Salary Package!

Elitez Pte Ltd - Telok Ayer, Singapore

$2800 to $4000 (monthly)

Looking for Insurance Advisors in private sector looking to join the Bank!



Responsibilities:

  • Build relationships with new clients with the goal of bringing in new bank and brokerage assets.
  • Deepen relationships with existing clients in PWM and Retail bank through the use of financial planning and excellent discovery and profiling skills
  • Respond to referrals and introductions generated through business partners and recommend the best offering to clients based on client profiling and suitability assessments
  • Make securities recommendations and provide investment advice to clients through a select number of solutions using firm models & research.
  • Master referral opportunities to grow portfolio.
  • Acquire new clients through converting referral leads.
  • Manage client follow-up and adhere to all Regulatory and Compliance operating procedures
  • Ensure that KYC/AML and other compliance norms are strictly adhered to
  • Partner with all roles on branch team to ensure all clients have a positive in-branch experience
  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.


Requirements:

  • A degree in any discipline
  • A willingness to work on a flexible schedule that includes weekends
  • A passion for banking and wealth management
  • Excellent communication and listening skills
  • Confidence and Presentation skills
  • Ability to explain complex information clearly and simply


Kindly direct WhatsApp (Vincent @ +65 ) to apply now!

Strictly NO call!

Elitez Pte Ltd

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