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The Role: You will provide dedicated wealth management advisory service to privilege banking clients and market the bank's financial and investment products that are aligned with the clients' goals.
You will manage customer relationship and enhance the assets portfolio as well as assist customers on bank products and service enquiries and requests, assess customers' interest in investments, insurance and treasury products.
You will also be required to acquire new accounts and grow the bank's portfolio in terms of AUM and derived revenue.
Qualification: Candidates shall possess a recognised University Degree with not less than 10 years in marketing wealth management products and services to the affluent and HNW client segment. He or she should preferably have a strong network of clients. In addition to proven sales track record and good relationship management skills, the candidates shall possess relevant certification including CMFAS modules M1B,M5,M6,M6A,M8,M8A,M9 and M9A.
Other desired attributes include outgoing disposition, effective communication and interpersonal skills, as well as a high level of drive to excel and thrive in a sales-oriented environment.