Personal Banker
Personal Banker
Posted on :
15-05-2025
Employer Active
1 Vacancy
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Job Description
Job Descriptions
- Responsible for managing relationship with existing wealth clients and acquiring new potential wealth clients
- Plan analyze and assess investment need of customer in portfolio together with recommend suitable investment solution to each client based on risk appetite and preference
- Facilitate investment transaction to clients to ensure smooth and accuracy process are maintained as well as coordinate with related parties to ensure excellent services is always brought to clients
- Prepare call plan call report and execute according to plan to foster with the existing clients and expanding new client pipeline
- Maintain ethical and good governance standard that comply with market conduct and rules and regulations
Qualifications
- Bachelors degree or higher in Finance Accounting Business Administration Economics and related fields
- 02 year experiences in banking investment advisory or insurance
- Sound knowledge in investment and insurance
- Have IC and LIB License would be an advantage
- Good presentation skill enthusiastic observant meticulous and able to work under pressure
Employment Type
Full Time
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