Business Development and Marketing
- Primary responsibility will be to provide expert investment advice and guidance to clients
- Solicit new customers and increase product penetration in existing base, work collectively with relationship managers to expand client base.
- Participate and support consumer sales marketing activities for customers’ acquisition and retention
- Cross-sell to existing bank customers to expand customers’ share of wallet
- Organize, execute and participate in sales activities and joint appointments with Sales Managers
- Promote the Bank’s investment or insurance products
Client relationship Management:
- Build and maintain strong relationship [p with clients' understanding their investment goal, risk appetite and financial needs.
- Provide regular updates on investment performance, discuss market trends and address client's enquiries and concerns
- Develop personalized investment strategies aligned with client's objectives and risk profiles
- Analyze financial market, economic trends, industry developments and make informed investment recommendations a adjustments to client' portfolio
- Market Research and training
- Stay abreast of market trends economic indicators, and regulatory changes that may impact investment strategies and client portfolios
- Provide support and relevant training and discussion to relationship managers
Compliance and Regulations
- Adhere to regulatory requirements and Bank's internal policies related to investment advisory service.
- Maintain accurate and up to date records of clients' interactions, investment recommendations and any relevant compliance documentation
- Degree in Banking/Business Administration/Economics
- Minimum 2 - 5 years of relevant experience in retail banking preferably with experience in investment or insurance products
- High achiever in previous capacity with no adverse sales or service related complaints in the past 12 months
- Excellent communication and interpersonal skills
- Highly motivated and a good team player
Professional Accreditation:
- CMFAS Certification preferred
Top Skills
What We Do
RHB Bank was established in Singapore in 1961 as UMBC Bank, prior to the country’s independence in 1965. We assumed our present name – RHB Bank Berhad Singapore (RHBS) in 1999, after a series of expansions and strategic mergers. As a bank that has been here since the beginning, we have garnered invaluable experiences and insights which we turn into innovative solutions designed to help individuals and businesses grow and progress.
Throughout the decades in Singapore, we have formed lifetime relationships with our clients and partners who have made us one of the most trusted financial institutions. Together with our experiences, insights and knowledge, we now cater to a cross-section of clients with requirements ranging from personal banking to corporate financing, offering seamless solutions and growing wealth for people and businesses.
Our core businesses are streamlined into Retail Banking, Commercial Banking, Corporate and Investment Banking and Asset Management, offered through RHB Bank Berhad and RHB Asset Management Pte. Ltd.
As a progressive and growing financial institution, RHB Singapore sees the importance of a strong collaborative and cohesive culture while welcoming diversity in views. As part of RHB’s aim to become the employer of choice, talent and career development initiatives are put in place to ensure equal opportunities for personal development and growth among our people. We look forward to having on board talented individuals to join our dynamic and engaging team of more than 600 employees.
For more information, please visit www.rhbgroup.com.sg
