Branch Relationship Manager - (Banking Industry)

[Job ID: 401667]

A Branch Relationship Manager in a bank is responsible for managing and strengthening relationships with retail banking clients by offering a range of financial solutions, including investment products, insurance, and structured investment options.

Responsibilities:

• Actively seek new business opportunities and cross-sell banking products, including loans, investments, and insurance, to enhance portfolio value
• Build and maintain strong relationships with individuals and key clients, providing personalized service and financial advice to help them achieve their financial goals
• Provide expert advice on financial products, investments, and wealth management strategies, leveraging the bank's offerings to meet clients' long-term objectives
• Ensure excellent customer service by promptly addressing client inquiries, concerns, and needs while maintaining high levels of satisfaction
• Manage and monitor clients' portfolios, reviewing their financial positions regularly and recommending adjustments as needed
• Ensure that all client interactions and transactions are in line with regulatory requirements and the bank’s policies, minimizing risks and ensuring compliance
• Work closely with other internal teams such as product specialists, risk managers, and service staff to provide clients with a comprehensive banking experience
• Stay informed about the latest market trends, financial products, and services to offer clients the most up-to-date advice.

Requirements:

• Bachelor's Degree Holder
• A minimum of 1 year of experience in financial advisory is required
• Willing to work on a flexible schedule that includes weekends

We regret that only shortlisted candidates will be notified. However, rest assured that all applications will be updated to our resume bank for future opportunities.

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EA Personnel Name: Sandy Ng Mei Qi

EA Personnel Registration Number: R24125475

EA License No.: 07C5771