Job Description

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Job Description

• You will be part of a team of seasoned financial professionals.

• As a Relationship Manager within the Wealth Banking business, you will be responsible for rendering financial advisory to mass-affluent customers.

• You are expected to achieve individual sales target while ensuring accurate and timely completion of the entire sales and compliance process.

• Provide prudent financial advisory and investment solutions to meet the financial planning needs and requirements of clients

• Develop and deepen relationships with clients who have been assigned to you

• Ensure proper advisory procedures and documentation while adhering to the Bank's internal policies, business processes and regulatory requirements (i.e. FAA and other related statutory Act

Job Requirements

• A recognized university degree

• At least 1 year of relevant financial advisory experience gained in the banking and/or financial services sectors; experienced candidates would be considered for a more senior position

• Good knowledge of wealth management & investment products

• Results-oriented, dynamic and self-driven

• Good command in English and Mandarin