We are representing our client, an established regional bank, to look for Premier Wealth Managers (Offshore) to beef up the existing teams.
Responsibilities
- Acquire New-to-Bank customers for the Premier Wealth Offshore segment.
- Grow, manage and preserve clients wealth through optimization of the risk, return and liquidity and work to ensure clients financial and investment objectives are met.
- Provide unbiased advice in managing and growing clients wealth.
- Maintain a high standard of service quality and compliance.
- Conduct compliance activities to effectively manage the overall risk to the bank.
- Execute client's instruction/trade accurately and timely.
Requirements
- Degree holder with minimum 3 years of relevant banking experience in acquiring offshore premier clients.
- Excellent track record in sales and marketing of financial products.
- Sound knowledge of banking products and services including investment products such as unit trusts, bancassurance, and treasury products etc.
- Excellent interpersonal and communication skills.
- Willingness to travel to prospect, acquire and build client base.
- Relevant CMFAS certifications and any other certifications required by the bank.
