Relationship Consultant - Customer Facing role / Private Wealth Management

The selected candidates will be expected to offer a one‑stop comprehensive suite of Premier private wealth banking and financial services including but not limited to mortgage, SME financing loans, unsecured loans (credit card), asset management portfolio investment, general life insurance solutions tailored to the needs of targeted locals and cross‑border segment

Responsibilities

• Identify and pursue potential clients (lead generation).
• Drive growth and strengthen partnerships
• Market research and analysis and strategies
• Meet or exceed sales and relationship development targets.
• Negotiation and deal structuring
• Upsell or cross‑sell banking and finance solutions and services based on client needs.
• Stakeholder communication and CRM pipeline management
• Build and maintain strong, long‑term relationships with clients.
• Act as the main point of contac...