Professional with minimum 5 years of experience in banking as wealth RM
Solid understanding of funding products and regulations
Strong negotiation and communication skills
Highly motivated and target driven
Responsibilities
Provide advice on Wealth Products (MF, Bond, Bancassurance, Fx) and services tailored to needs of high net-worth individual and affluent customers.
Conduct market analysis opportunities, collect and compile information on trends in customer needs, and determine next steps in customer approach so that the predetermined targets can be achieved.
Maintain Relationship and grow more portfolio Asset Under Management (AUM) from existing and new clients.
