Responsible for managing relationship with existing wealth clients and acquiring new potential wealth clients
Plan, analyze, and assess investment need of customer in portfolio, together with recommend suitable investment solution to each client based on risk appetite and preference
Facilitate investment transaction to clients to ensure smooth and accuracy process are maintained, as well as coordinate with related parties to ensure excellent services is always brought to clients
Prepare call plan, call report, and execute according to plan to foster with the existing clients and expanding new client pipeline
Maintain ethical and good governance standard that comply with market conduct, and rules and regulations
Qualifications
Bachelor's degree or higher in Finance, Accounting, Business Administration, Economics, and related fields
0-2 year experiences in banking, investment advisory, or insurance
Sound knowledge in investment and insurance
Have IC and LIB License would be an advantage
Good presentation skill, enthusiastic, observant, meticulous and able to work under pressure
