
• Performing Sales Functions in dealing with Wealth Banking Customer Base.
• To advise Wealth Banking customer and expand Wealth Banking customer base increase Aum
• Develop and make relationship with Wealth Banking customers.
• Understand the customer needs and give consulting on Asset allocation.
• Fully competent in giving advice to clients on invetmnet products and services.
• Partner with all roles on branch team to ensure all clients have a positive in-branch experience.
• Bachelor Degree / Master Degree in related fields.
• At least 2 years experience in Banking Industries handle High Net Worth Customers.
• Product Knowledge & General Knowledge of Financial world
• Own Single License (for investment service purpose)
• Bancassurance Licenses are a plus (for Bancassurance purpose) both life/ Non life License.
• Proactive selling skills.