- Develops and maintains client relationships with HNW individuals
- Responsible for achieving annual revenue targets and objectives.
- Trusted advisor and ability to build group of dedicated clients with incremental asset size over time.
- Fully competent in advising clients on investment products and services.
- Actively involved in client counselling while anticipating business opportunities.
- Keeps up to date with products and services
- Supervises and monitors delegated tasks for quality assurance to meet client servicing needs
To be succesful, you should have
Min 5 -8 years’ working exposure in Private Banking front office
- Investment Advisors or Wealth Product Specialists with career aspiration to be Relationship Managers can be considered
- Strong interpersonal skills, positive and self-driven
- Well versed with investment knowledge and people engagement skills
- CFA qualification will be an added advantage
License No.22S1076 | EA Reg.: R23112037
