Job ref no.: CT3117352-01#7247

Relationship Manager (Bank Branch)

Eagle Consultants

  • Reporting to the Branch Manager and responsible for providing service to Banking customers to satisfy their wealth management needs.
  • Work to understand customers' financial needs for selling and cross-selling banking products for meeting customers' needs
  • Acquire new customers through proactive sales acquisition effort
  • Provide professional service in selling of wealth management product by adhering to sales process guidelines
  • Work with product specialists where appropriate to provide services to Banking customers
  • Degree holder
  • Minimum 3 years of relevant working experience in serving high net worth customers
  • Professional licensing qualifications per local regulatory bodies requirement
  • Comprehensive products knowledge on portfolio management and financial markets
  • Compliance knowledge related to investment products sales
Interested parties, please send your detailed resume with current salary, expected salary and contact method via with "Position Name & Job Number" on the subject header by clicking ‘Apply Now’.

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