- Singapore
全职 Wealth Relationship Manager 工作, 薪水 up to SGD 12,000, Wow Staffing 公司招聘中 - Ricebowl
分享
保存
工作地点
职位描述
岗位职责
As part of one of the world’s largest banking and financial services organisations, offers comprehensive financial solutions. The business focus is on delivering personalised services, sustainability, and exceptional client experiences. This role focused on building relationships and providing tailored financial solutions to meet clients' needs. It involves direct interaction with clients, understanding their financial objectives, and delivering exceptional service to enhance their investment experiences.
Principal Responsibilities
Proactively source and develop new business through company prospecting, networking, referrals etc.
Use a consultative, needs-based approach to recommend tailored financial solutions aligned with clients’ goals and investment profiles.
Provide comprehensive financial planning and advisory services to meet customer needs.
Deliver exceptional client experiences while meeting defined service and performance metrics.
Conduct thorough Know Your Customer (KYC) and Customer Due Diligence (CDD) checks to ensure suitability and compliance.
Process operational transactions accurately and in line with audit and statutory requirements.
Analyse customer feedback to identify service or process improvements.
Provide insights to product teams for enhancing product competitiveness.
Collaborate with the policy in-force team to maintain accurate policy information.
Requirements
Diploma/Degree holder; relevant customer service experience preferred.
Fresh graduates and candidates with proven sales track records are welcome to apply.
Strong interpersonal and communication skills, adaptable, and eager to learn.
Results-driven, with the ability to excel in both customer service and sales in a fast-paced environment.
We don’t just fill positions—we create wow moments by delivering exceptional service, every time.
Principal Responsibilities
Proactively source and develop new business through company prospecting, networking, referrals etc.
Use a consultative, needs-based approach to recommend tailored financial solutions aligned with clients’ goals and investment profiles.
Provide comprehensive financial planning and advisory services to meet customer needs.
Deliver exceptional client experiences while meeting defined service and performance metrics.
Conduct thorough Know Your Customer (KYC) and Customer Due Diligence (CDD) checks to ensure suitability and compliance.
Process operational transactions accurately and in line with audit and statutory requirements.
Analyse customer feedback to identify service or process improvements.
Provide insights to product teams for enhancing product competitiveness.
Collaborate with the policy in-force team to maintain accurate policy information.
Requirements
Diploma/Degree holder; relevant customer service experience preferred.
Fresh graduates and candidates with proven sales track records are welcome to apply.
Strong interpersonal and communication skills, adaptable, and eager to learn.
Results-driven, with the ability to excel in both customer service and sales in a fast-paced environment.
- Wow Staffing* is a dynamic recruitment and staffing agency committed to connecting top talent with leading employers across a variety of industries. With a deep understanding of workforce needs and market trends, we specialize in providing tailored staffing solutions that drive business success and career growth.
We don’t just fill positions—we create wow moments by delivering exceptional service, every time.
重要安全守则
申请工作时，切勿提供您的银行或信用卡详细资料。不要转账或完成无关的在线调查问卷。如果您发现可疑内容，请举报此招聘广告。
了解更多