Job Description:

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