Responsibilities:
Strategy and Planning
Actively identify, locate, and acquire preferred clients to onboard and grow the franchise (market neutral).
Perform end-to-end onboarding activities inclusive of account opening and promote a bank's suite of depository products and services.
Conduct KYC on Ntb clients in accordance to bank's AML guidelines and regulations.
Establish client's source of wealth and funds to match clients profile.
Provide timely and efficient processing on account opening and other onboarding related matters.
Ensure compliance and legal guidelines are adhered to with all internal policies and external regulations.
Engage client to conduct wealth conversation appt with rm as part of the holistic onboarding journey.
Understand client's financial objective, tolerance for risk and able to articulate to RMs/specialists for further follow up.
Be knowledgeable about landscape of bank's product suite and facilitate transmission of information to clients.
Business Performance and Management
Accurately record and process clients instructions.
Ensure no occurrence of error, operational problems.
Promptly and properly document any issues that occur.
Good understanding on acquisition product offering across industry and able to do competitive analysis.
General understanding on wealth offering and product suites across the industry.
People Management
Main point of contact for clients during onboarding stage, and duty will include client servicing, attending to transactional matters.
Ability to handle clients’ KYC reviews and CDD requirements.
Build and maintain long term relationship with partners is a key factor for success in this role
Regulatory Compliance
Comply with all internal policies, procedures, processes as well as regulatory requirements.
Attend all trainings.
Requirements:
Qualifications
Degree/Diploma in any discipline.
Professional Qualification and/or Regulatory, Licensing Requirements
Relevant accreditations (M1b, M5, M6, M8, M8a, M9, M9a, HI) would bean advantage
Relevant Work Experience
At least 3 years relevant experience in banking/financial industry, experiences in financial and investment product sales is preferred
Track record of excellence, self-motivated & results driven
Excellent relationship management & communication skills to engage customer of all levels with assertiveness
Effectively bi-lingual, ability to converse in foreign languages would be an advantage
Ability to travel to regional countries for business trips when required
Technical/Functional Skills
Strong understanding of financial compliance and regulatory requirements in Singapore
Able to work independently with minimal supervision
Personal Skills (Soft Competencies)
Service-oriented with strong communication and interpersonal skills
Self-motivation, outstanding ability to sell
Strong writing and presentation skills, excellent negotiation, closing and follow-up skills
Meticulous
Approachable, helpful, and patient
Team player