Responsibilities:
Develop existing and new client relationships
Conduct financial analysis and profiling sessions with clients to understand thei..
Responsibilities:
Develop existing and new client relationships
Conduct financial analysis and profiling sessions with clients to understand their financial needs and objectives
Understand clients’ background and conduct KYC due diligence, so as to comply with all regulations and policies in line with the regulatory and internal requirements
Requirements:
Client-focused with excellent interpersonal and communication skills
At least 8-10 years of relevant experience in Wealth Management sector
Strong product knowledge in wealth management to advise clients on investment portfolio
Good understanding of regulatory guidelines, Compliance, AML and CDD requirements
Relevant tertiary education and financial certifications
