Job Description:

• Meet revenue targets and other quantitative targets like yield, AUMs, account growth and fee income ratio.
• Offer financial and investment advice to the existing clients after assessing their requirements.
• Prospect new clients and secure new relationships, meeting the assigned targets and profitability.
• Handle day-to-day service requests of assigned clients and supervise the execution of client's transactions and ensure minimal errors.
• Gather market insights, research, and product intelligence in order to best serve the interests of clients.
• Ensure that all transactions comply with applicable regulatory framework/guidelines and the group's policies and procedures are properly adhered to.
• Maintain a higher code of conduct when conducting business with a high degree of integrity and professionalism. 

Requirements:

• Degree in Business Admin/ Finance/ Banking/ Economics/ Commerce or any other relevant education.
• At least 5 – 7 year's professional experience successfully advising High Net Worth Clients with private banks and financial institutions.
• Strong client acquisition, retention, and business development skills. Proven track record in acquisition success and good product and investment knowledge.
• Outstanding relationship management capabilities with strong analytic, risk management, marketing, communicating and interpersonal skills.
• Strong knowledge of the Wealth Management industry with deep understanding around the Compliance and Regulatory framework.
• Team player and ability to work together with the product team, support team and other banking divisions to acquire clients.
• Certified with the relevant CMFAS from banking and financial industry.