We are looking for an experienced expert to help with local business operations.
Position: Relation Manager, Wealth Planning
Scope of Responsibilities:
- Providing sound wealth management and financial advisory services, provide a personalized wealth planning experience for HNW as part of our clients onboarding requirements.
- Preparing product (Investment & Insurance) training and onboarding documents in mandarin as part of Singapore’s office requirement.
- Proficient in Collective Investment Scheme (CIS) & Insurance at the product level.
Skills & Qualifications:
- A degree in any discipline
- Preferably 2 years or more experience in financial services
- Relationship building / Key accounts management
- Relevant CMFAS qualification to distribute both collective investment schemes (CIS) and insurance
- New Corporate & Individual Bank Account Opening and related KYC documentation
- Ensure adherence to the Know Your Customer (KYC) and AML/CFT norms
- Conduct product training in mandarin
- Proficient in business mandarin communication skills