About the role
Treasures Relationship Manager focusing on ASEAN market, providing wealth management to high net-worth clients.
BankingOnsite
Key Responsibilities
- Providing a differentiated suite of financial analysis and advice to uncover investment needs and objectives of our sophisticated clients at different life stages
- Partner with an experienced team of product specialists and Bancassurance Specialist to offer expert guidance on customised solutions to customers.
- Collaborate with administrative staff to provide clients with professional round-the-clock service for all their banking, borrowing and investment needs.
Requirements
- Tertiary qualification with at least 3 years of sales experience and consistent sales performance, preferably in banking or financial industries.
- Good understanding of equities, unit trusts, insurance and other personal investment services.
- Strong interpersonal and excellent communication skills.
- Focused, disciplined and exhibit high personal standards.
- Established network of high net-worth clients in ASEAN region.