Our international client is specifically looking for high calibre professionals to join their expanding Onshore Team.
Role Responsibility:
- Work closely with other team members and other members of the Wealth Management team, such as investment, insurance, treasury specialists to provide holistic solutions to our onshore banking High Net Worth clients
- Provide premier clients with regular market updates, access client's portfolio and recommend appropriate wealth management products accordingly
- Perform continuous market analysis to identify potential client leads and opportunities
- Provide financial planning and advisory services aligning to HNW clients' needs and investment profile
- Embarking on a proactive relationship management to strengthen, deepen and delight client's relationship with existing customers, hence building a strong foundation for customer growth
- Understand customers' banking and financial needs and recommend suitable solutions to meet these needs
- Able to acquire and develop new business by actively prospecting for new HNW clients and referrals, and leveraging your existing network to generate New to Bank leads
- Adhering to strict compliance rules and regulations set by the bank
- Work independently and able to solve problems quickly
Interested applicants should have more than 5 years of experience dealing with HNW clients and have proven track record of hitting/exceeding performance and non financial KPIs in their previous/current bank.
