CAIA's Career Center is an easy-to-use, comprehensive resource connecting job seekers with employers in the growing AI field. Use your knowledge and credibility to advance your career or build a talented team for your organization. Opportunities targeted to CAIA Charterholders are prioritized.
In order to search for jobs specifically for CAIA Charterholders or those pursuing the CAIA Charter please enter “CAIA” in the search panel.
This will enable you to search for CAIA specific roles globally.
Wealth Management Manager @ Consumer Banking Group
RGF Executive, EA Licence No: 10C2978
May 12, 2018
As a Wealth Planning/ Management Manager with one of Asia's best bank, you will be part of their award-winning team in the region, servicing their customers at a physical touch-point that is relevant in the digital age.
Your job function will include attending to walk-in customers, cross-sell the bank's facilities during events/functions and tapping on your own network/contacts.
You must enjoy providing financial advices to clients through offering wealth management solutions, such as insurance, structured deposits, loans and unit trusts. Play an active part in planning campaigns across the bank or within the branches, and passionate in developing and strengthening long-term relationships with clients. Training & mentorship will be given. A willingness to work on a flexible schedule that includes weekends is necessary to drive the target as a team.
Our client welcomes candidates with a Degree in any discipline and candidates who see Wealth Management/ Private Banking as their ultimate goal. You can expect a competitive salary, attractive employee benefits and professional development under a competitive but driven environment.
We are interested to speak to you more if you have prior sales experience (bank/non-bank) or is a sales-driven profile.