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About this position

To responsible the growth of private banking customer portfolios for both deposit and investment products and generate fee revenue (High Fee & Bancassurance) by using financial acumen and investment expertise to review client’s personal data, align client’s need through superior services; thereby helping the client to reach their short or long-term investment goal.

Responsibilities

• Drive profitable growth by acquiring, developing and servicing long-term relationships with private banking customers.
• To plan and manage private banking portfolios through build relationship with customers to maintain key customer base of the Bank as well as expand private banking customer base.
• To offer private banking management products and provide advice relating to asset allocation in collaboration with Private Banking consultants to maximize return.
• To Generate high fees by providing private banking customers with a wide range of products such as insurance, deposit, mutual funds, private funds and structure products.
• To deliver superior services to private banking customers according to established standard for maximize customers satisfaction.
• To coordinate with related parties to execute customers’ transaction or gather information to serve customers.
• To maintain current investment knowledge and information on existing products, policies and portfolio management skills.

Requirements

• Bachelor or Master degree on Marketing, Business Economics, Financial, or related field.
• Minimum 5 years of working experience in Private Banking or Priority Banking environment is required for this position.
• Strong Team management in both sales and operations banking.
• Strong banking background and experiences.
• Knowledge on Banking products and Investment related.
• Able to good communication in English is preferable.
• Have Single License accreditation, Life and Non-life insurance License.
• Outstanding presentation and communication skill.
• Good negotiation skill and well-coordinated with partners.
• Positive Attitude and High responsibility.