Job Responsibilities:
- Identify and originate wealth business.
- Develop and maintain account relationship with existing clients and map out new customer pipelines.
- Build a strong relationship with Head Office particularly the Wealth Management Group.
- Analyse market information, client needs and offer appropriate solutions with consideration of clients’ risk profile and investment objectives.
- Grow and expand the bank’s wealth business with strong collaboration with Head Office and other business units.
- Managing documentation process. Coordinating the documentation amongst internal parties, clients and lawyers.
- Lead the department in achieving assigned targets and contribution to the bank’s budget.
Job Requirements:
- Bachelor’s degree in finance, economics, business, or a related field. A master’s degree or relevant professional certifications (such as CFP, CFA, or CPA) would be an advantage.
- Minimum of 5-7 years of experience in wealth management, private banking, or a related financial services role, specifically dealing with HNWI and UHNWI clients.
- Strong track record in managing and growing a portfolio of high-net-worth clients.
- Excellent interpersonal and communication skills, with the ability to build and maintain long-term relationships with clients.
- Ability to create and implement tailored financial strategies, including portfolio management, wealth transfer, and asset protection.
- Possess strong knowledge of the Indonesian market and experience in liaising with clients and headquarters based in Indonesia.
HOW TO APPLY:
Interested applicants, please click on “Apply Now”. We regret only shortlisted candidates will be notified.
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Trust Recruit Pte Ltd
EA License No: 19C9950
EA Personnel: Khor Khang Qin
EA Personnel Reg No: R22109669
