Associate Director

 Ambition Singapore
 1 day, 2 hours ago

We're looking for a candidate to fill this position in an exciting company.

  • Actively acquire and prospect new customers for the Priority Private Clients segment (AUM S$1.5 million & above).
  • Develop and strengthen their relationships with the Bank in accordance with relevant business goals.
  • Contribute to the bottom-line of Priority Private Client through the accomplishment of profit and growth targets.
  • Manage the relationships with new and existing affluent customers through professional consultative financial analysis.
  • Up-sell, cross-sell and provide regular market information updates and trend analysis to customers.
  • 5 years or more of wealth management sales experience in banking and financial services industry, preferably in managing affluent segment with proven track record in sales performance.
  • Recognized university degree
  • Sound knowledge of banking products and services including investment products such as unit trusts, bancassurance and treasury products.
  • Strong interpersonal, communication skills and good at tele-consulting.
  • Initiative, integrity and ability to work independently and as a team.
  • Drive to succeed and is focused and disciplined to achieve the sales quota and revenue.

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