Key Responsibilities
- Offer financial and investment advice to the clients after assessing their requirements
- Prospect new clients and secure new relationships, meeting the assigned targets and profitability
- Handle day-to-day service requests of assigned clients
- Supervise the execution of client's transactions and ensure minimal errors
- Gather market insights, research, and product intelligence in order to best serve the interests of clients
- Ensure that all transactions comply with applicable regulatory framework/guidelines and the group's policies and procedures are properly adhered to
- Serve as a brand ambassador for the culture and values of the bank during interaction with clients and in public behaviour
- Conduct business with a high degree of professionalism and integrity
Must-have
- Minimum 5 years' professional experience successfully advising High Net Worth Clients
- Proven track record in acquisition success and extensive product and investment knowledge
- Outstanding relationship management capabilities with strong analytical, risk management, marketing, communication and interpersonal skills
- Strong knowledge of the Wealth Management industry with deep understanding around the Compliance and Regulatory framework
- Fluency in written and spoken English and relevant local language skills if applicable
- Strong client acquisition, retention and business development skills
- CACS Papers 1 & 2
- Candidate with more than 8 years' of relevant experience will be considered for senior roles
