Principal Relationship Manager - Wealth Advisory SG

Responsibilities: Business Performance and Management To evaluate customers' needs and provide solutions in the areas of wealth protection and accumulation, retirement planning, estate preservation and endowment planning Design and recommend wealth solution to meet the objectives of the customers Take initiative to plan and organize daily schedule for various sales generating activities Conduct daily calls to the customers in their portfolio base to arrange for appointments and to offer assistance to them To regularly update their clients on their holdings and investment performance Achieve monthly sales target for various banking products with consistency Fulfill training requirements which are set by the organization Ensure completeness and accuracy in application process to minimize reworks Regulatory Compliance Ensure compliance with Group Policy and Standards and procedures of the Bank Ensure sales process is met and follow throughout and maintain BSC grading of A/B Ensure proper screening and gathering of customer information to satisfy KYC procedure Requirements: Qualifications Degree or Diploma with local institution Professional Qualification and/or Regulatory, Licensing Requirements M5, M6, M6A, M8, M9, M8A, M9A, M1B, HI Relevant Work Experience Minimally, 3 years of Wealth sales experience Competencies/Skills Networking Prospecting Negotiation Self starter Good articulation Well versed in Insurance and Investments