Wealth Relationship Manager
About this position
Responsibilities
• Responsible for managing relationship with existing wealth clients and acquiring new potential wealth clients
• Plan, analyze, and assess investment need of customer in portfolio, together with recommend suitable investment solution to each client based on risk appetite and preference
• Facilitate investment transaction to clients to ensure smooth and accuracy process are maintained, as well as coordinate with related parties to ensure excellent services is always brought to clients
• Prepare call plan, call report, and execute according to plan to foster with the existing clients and expanding new client pipeline
• Maintain ethical and good governance standard that comply with market conduct, and rules and regulations
Requirements
• Bachelor's degree or higher in Finance, Accounting, Business Administration, Economics, and related fields
• Minimum of 5-year direct experiences in banking, investment advisory, or insurance
• Sound knowledge in investment and insurance products
• Possess IC, LIB, Unit Link and NIB licenses
• Good presentation skill, enthusiastic, observant, meticulous and able to work under pressure