Description
About our client
Our Client operates in the Financial Services Industry, with its headquarters rooted strongly in Singapore. It has its branches spread to more than 15 countries, providing employment to more than 25,000 people all over the world. They fall in the Forbes Global 2000 (2022). Their core business is to offer financial services to its clients, ranging from Investment Banking to Corporate as well as Personal Banking Services.. They are also well known for their Residential Home Loan Business.
Job description
Responsibilities:
- You will be trained in the Privilege Client Engagement Process and be our lead manager in developing and growing our Privilege client relationships.
- To provide financial advisory services as well as appropriate financial and investment solutions and advice to our affluent and high networth clients for various market segments.
- To provide customers with timely information, advice and recommendations to fit their requirements.
- Building and maintaining long-term relationships with your clients is a key factor for success in this role.
- 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 Acts)
Requirements:
- A recognized university degree.
- At least 3 - 8 years of relevant experience in the banking / financial industry, experienced in financial & investment product sales for Junior Client Advisor role.
- Strong advisory skill and possess with good product knowledge of wealth management & investment products.
- Candidates with prior experience and knowledge in AML/KYC processes within the retail banking sector are preferred.
- Self-motivated, with strong sales drive & energy.