Job Responsibilities:
- Source for and acquire new clients within market and refer potential clients to other marketing teams or other segments within the bank
- Provide appropriate insurance & investment solutions to clients based on their needs and risk profiles
- Responsible for striving towards the Asset Under Management (AUM) growth and revenue generation
- Ensuring all transactions are strictly compliant with audit and statutory guidelines
Job Requirements:
- Bachelor's degree with at least 8 years of relevant experience
- Proven track record in the private banking business
- Sound product knowledge
- Good understanding of compliance and regulatory requirements
- Excellent interpersonal and communication skills
- Team player and able to collaborate with the product team, support team, and other banking divisions to acquire clients
