Provide the full suite of wealth management and banking services to clients
Explore and develop long-term banking relationships with clients
Monitor clients’ portfolios on a regular basis to identify additional business opportunities and revenue growth potential
Appropriately map and provide suitable investment products & services to meeting existing and prospective clients’ needs, including but not limited to the provision of investment, insurance and other bank products
Ensure all work activities are adhered to compliance requirements as defined in bank policies and procedures and regulatory requirements
Job Requirements:
Degree holder of Business, Finance or related discipline
Minimum 5 years’ relevant experience in banking with at least 3 years of wealth management experience
Qualified individual to carry out regulated activities (Type 1)
Fluent in both spoken and written English and Mandarin