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Personal Banker

Personal Banker - May 15, 2024

Job Descriptions

  • 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


  • 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
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