職位描述

RESPONSIBILITIES
·         Handles complex customer relationship and interacts with top tier customers requiring sophisticated products and management
·         When required in direct customer contact, assist customers in assessing risk preference through systematic profiling process and recommend wealth management products that best suit customers' needs
·         Actively support the team / branch to deliver quality sales and service and other Bank's initiatives
·         Deliver top-notch service to best satisfy customers
·         Ensures complete and correct product knowledge dissemination to the relationship managers associated
·         Maintain constant review of the market and customers and provide feedback through supervisors to relevant departments to enable them to develop the market, place products and programs
·         Coach and motivate branch sales staff to achieve wealth management revenue target
·         Provide training and coaching to branch sales staff on investment / treasury updates
·         Ensure sales conduct and contact with customers are in strict adherence to the compliance standard of the Bank and of the local regulatory bodies
·         Utilize audit/control process to keep fraud/operating losses at a minimum
KEY REQUIREMENTS
·         High Integrity 
·         At least a Bachelor's Degree, Post Graduate Diploma, Professional Degree or Master's Degree in business / finance / economics. Additional professional accreditation like Certified Financial Planner (CFP), Chartered Financial Analyst (CFA) would be an added advantage. 
·         Strong knowledge of financial markets and wealth management investment products (mutual funds, bonds, structured products, FX, derivatives) 
·         At least 2-3 years of experience in the financial market 
·         Pleasant personality with strong interpersonal and communication skills 
·         Confident, intelligent, independent, result oriented and resourceful 
·         A team player 
·         Enjoy meeting people 
·         Possess excellent presentation skills, verbal and written communication skills