Roles & Responsibilities
* Manage Clients’ investment and insurance portfolio
* Pro-actively engage in ongoing conversations with clients to understand their current needs and asset allocation to make informed recommendations to help them grow their wealth.
* Help customers to achieve their financial goals/needs through offering wealth management solutions such as insurance, structured products, leveraged products and other investment products and loans.
* Comply with all regulations and controls as set by the Bank and external regulatory authorities
Skills and experience required
* Minimum diploma required
* Good effective communication skills
* Analytical and logical thinking
* Good problem solving skills
* High level of resilience
* A mind towards excellence