This position is with a top foreign bank and falls under the priority banking segment.
You would be a suitable candidate if you are currently a Relationship Manager/Insurance specialist looking to move up to the next segment or if you are experienced in dealing with c-suite stakeholders.
The Priority Relationship Manager plays a key role in client relationship management, which involves client acquisition, providing personal financial advice, and ongoing servicing of affluent clients.
Advise affluent clients on their personal financial needs and objectives by analyzing their financial situation, recommend suitable in-house financial solutions, execute client instructions, and address queries, concerns, and issues regarding their existing banking and financial transactions.
about the manager/team You will be working alongside a supportive manager and a dynamic group of wealth specialists.
skills and experience required Minimally 2 years of sales experience in the relevant field is required. You should be a good communicator with strong analytical skills. CMFAS papers required.
To apply online please use the apply function (EA: 94C3609/ R21103354)
show more
This position is with a top foreign bank and falls under the priority banking segment.
You would be a suitable candidate if you are currently a Relationship Manager/Insurance specialist looking to move up to the next segment or if you are experienced in dealing with c-suite stakeholders.
The Priority Relationship Manager plays a key role in client relationship management, which involves client acquisition, providing personal financial advice, and ongoing servicing of affluent clients.
Advise affluent clients on their personal financial needs and objectives by analyzing their financial situation, recommend suitable in-house financial solutions, execute client instructions, and address queries, concerns, and issues regarding their existing banking and financial transactions.
about the manager/team You will be working alongside a supportive manager and a dynamic group of wealth specialists.
skills and experience required Minimally 2 years of sales experience in the relevant field is required. You should be a good communicator with strong analytical skills. CMFAS papers required.
To apply online please use the apply function
...
(EA: 94C3609/ R21103354)
show more
skills
no additional skills required
qualifications
no additional qualifications required
education
Bachelor Degree
the application process.
See what comes ahead in the application process. Find out how we help you land that job.
1 of 8
apply with randstad.
Applying with us is easy. We will review your application and see if you are a good fit for the job and the company.
2 of 8
we'll give you a call.
Our consultant will call you at a suitable time to discuss your application and further career aspirations.
3 of 8
getting you registered.
If you’ve never worked with us before, we’ll need some basic additional pieces of information to confirm your eligibility for work.
4 of 8
compliance check.
Next, we just need to verify a few things - we’ll make the relevant compliance checks and keep you posted.
5 of 8
reference and background check.
As part of the process in ensuring you’re perfect for the role, we’ll make contact with any relevant references you’ve provided.
6 of 8
the perfect job for you.
Our expert team will either arrange an interview for the role you’ve applied for, or if they believe there’s a better opportunity, they’ll suggest alternative options too.
7 of 8
the interview.
We’ll ensure that you’re fully prepared ahead of your interview and know exactly what to expect - good luck!
8 of 8
start your new job.
Congratulations, you’re ready to begin your new job. The team will ensure that you’re fully prepared for your first day.
Our client are seeking skilled Wealth Planning Manager to join their dynamic team. You'll have the opportunity to build and nurture strong relationships with their esteemed clients, serving as their trusted advisor in achieving their financial goals.Responsibilities:Foster enduring relationships with clients, serving as their go-to advisor.Conduct in-depth financial planning discussions to comprehend clients' aspirations and objectivesTailor personalized w
Our client are seeking skilled Wealth Planning Manager to join their dynamic team. You'll have the opportunity to build and nurture strong relationships with their esteemed clients, serving as their trusted advisor in achieving their financial goals.Responsibilities:Foster enduring relationships with clients, serving as their go-to advisor.Conduct in-depth financial planning discussions to comprehend clients' aspirations and objectivesTailor personalized w
about the company An established financial institution with a growing presence in the Asia Pacific region. about the job To provide execution support (lending/advisory mandates) to senior bankers in the team on Project Finance / Structured Finance deals across the APAC region in sectors such as Power, Renewables, Infrastructure, etc.Preparation of financial proposals and presentation decksBuild and review financial models.Prepare credit applications for in
about the company An established financial institution with a growing presence in the Asia Pacific region. about the job To provide execution support (lending/advisory mandates) to senior bankers in the team on Project Finance / Structured Finance deals across the APAC region in sectors such as Power, Renewables, Infrastructure, etc.Preparation of financial proposals and presentation decksBuild and review financial models.Prepare credit applications for in
about the jobSupport Senior Relationship Managers (RMs) to maximize client relationship value, enhance engagement, and deliver needs-based solutions and fair outcomes for customers.Assist in proactive client management by accompanying RMs to client meetings as needed, and serve as the primary contact for daily account relationship maintenance, including onboarding investment accounts and providing asset advice.Collaborate with senior RMs, product specialis
about the jobSupport Senior Relationship Managers (RMs) to maximize client relationship value, enhance engagement, and deliver needs-based solutions and fair outcomes for customers.Assist in proactive client management by accompanying RMs to client meetings as needed, and serve as the primary contact for daily account relationship maintenance, including onboarding investment accounts and providing asset advice.Collaborate with senior RMs, product specialis
let similar jobs come to you
We will keep you updated when we have similar job postings.
Thank you for subscribing to your personalised job alerts.