Job Responsibilities:
-To touch base with existing HNW clients in order to grow clientele base, TFA and increase cross sell opportunities
-To acquire new HNW clients to increase client base
-To uphold the standards of Private Wealth on both advisory services and business approach in order to generate revenue for the Bank and increase TFA.
-To work closely with other business units i.e. Client Coverage & Business Banking colleagues in order to increase client engagement and positive client experience
-To collaborate with regional counterparts to increase total revenue
-To improve service deliverables to clients and to clients and increase TFA and clientele base
-Continuous self-development in order to keep self-abreast with market updates, financial news by reading financial magazines, websites, etc.
-To always maintain image of Professional Client Advisor
Job Requirements:
-Degree holder, preferably in Finance or Business Administration
-With at least 5 years of work experience in the financial industry, preferably in priority or private banking
-With strong knowledge of global economics, financial markets and political conditions, current affairs and the implication of these on clients’ portfolios
-Preferably with recognised industry qualifications (CFP, FIMM, PCE. CEILI, or Module 6 and 7)
-With good interpersonal and communication skills
-With a high level of analytical and conceptual thinking
-Creative and result oriented
-Able to work well under pressure, independent and a good team player
Top notch employee benefits
