Our client is a leading global financial institution with a strong base in Asia, they're currently looking for an passionate individual to join their team.
Key Responsibilities:
- Assist Senior RMs in managing and nurturing client relationships, providing daily account maintenance, investment onboarding, and asset advice.
- Attend client meetings alongside RMs and serve as the primary contact for routine client interactions.
- Collaborate with senior RMs, product specialists, and subject matter experts to create bespoke solutions for clients.
- Prepare comprehensive analyses, proposals, and presentations for potential clients.
- Ensure adherence to regulatory requirements and company policies. Evaluate risks in decision-making, safeguarding the bank’s reputation and assets by complying with laws and regulations.
Requirements:
- Bachelor's degree in relevant indsutry will be advantage.
- 2 years of experience in wealth planning within the banking industry.
- Positive, proactive attitude with a dedication to providing exceptional client service and advice.
Apply now by using the 'apply' function.
Jaycee Lay (EA: 94C3609/ R23114633)
