Roles and Responsibilities
- Engage and prospect new offshore clients
- Understand the financial needs of clients and provide them holistic recommendations & solutions.
- Consistently update clients on the latest market trends and information regarding their insurance & investment portfolio
- Work closely with internal stakeholders (investment specialist, banca specialist etc) to curate personalised solutions for clients.
- Uphold the bank’s customer service standards and comply with all compliance and regulation standards.
Skill and Requirements
- Minimum Diploma required
- Minimum 5 years of wealth management experience
- Strong sales track record
- Strong understanding of financial markets & market trends
- Strong communication & interpersonal skills
If you are interested in the role, click on the 'apply' function now! Alternatively, you may contact Claudia at [email protected] for more information.
Only shortlisted candidates will be responded to, therefore if you do not receive a response within 14 days please accept this as notification that you have not been shortlisted.
EA Licence No: 11C5502 | EAP Registration No: R2199597
