Customer Relationship Manager (Wealth Sales) - Nationwide

Customer Relationship Manager (Wealth Sales) - Nationwide

Market the Bank’s wealth management products (DCI, Investment Link, structured investment, unit trust, etc) and services.

Analyse customers’ financial requirements and solicit new high-net-worth customers to join the Bank’s Privilege Banking membership as well as cross-sell a full range of consumer products.

Manage and grow customers in the Privilege Banking Centre and ensure quality customer service is provided at all times.

Job Requirements

Degree or its equivalent, with at least 2 years of sales experience.

Experience in the financial-related industry will be an added advantage.

Excellent communication and interpersonal skills as well as self-motivated and committed, with a desire to achieve goals and targets through teamwork.

Possess all insurance license including IPPC will be an added advantage

Seniority level

Associate

Employment type

Full-time

Job function

Banking

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