Responsibilities
- Engage and prospect new to bank HNW & UHNW clients.
- Understand the financial needs of clients and provide them holistic rmendations & solutions.
- Consistently update clients on the latest market trends and information regarding their portfolio.
- Work closely with internal stakeholders (product specialist etc) to curate personalised solutions for clients.
- Uphold the bank's customer service standards andply with allpliance and regulation standards.
Skill and Requirements
Minimum Degree requiredMinimum 6 years of wealth management experienceOnly shortlisted candidates will be responded to, therefore if you do not receive a response within 14 days please accept this as notification that you have not been shortlisted.
EA : 11C5502 / R2199597)
Job ID JN -052024-1962227