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Job Description
- Maintain and expand customer-base and business volume, together with maintain customer service and offer benefits to maximize customer satisfaction.
- Overview and monitor the result of recommended asset allocation of each clients in order to provide an acceptable level of investment benefits to them.
- Be representative of the bank and build up strong relationship with relevant agencies and clients for smooth operations.
- Maximize business volume and revenue to the bank by recommending the investment products to clients under their appropriate risk appetite, operating guidelines, rules & regulations of the bank, authorized agencies, and related parties.
- Offer investment products which aligned with the Bank’s policy as well as manage cost regards to customer care in an appropriate level.
Qualifications:
- Bachelor’s degree or higher in Business Administration, Banking and Finance, Economics, Accounting, Marketing, or related fields.
- At least 5 years of experience in Banking, Investment or Financial organization. Experience in working with High Net Worth customers is preferable.
- Holding relevant licenses for investment, such as IC, CFP, CISA, Single License, NIB, LIB will be advantage. Possess solid knowledge in investment and investment product.
- Professional in MS. Office: Excel, Word, Power point. Fluent in English speaking and writing.
- Good personality and interpersonal skills, passionate in sales and services. Hard-working, ambitious and capable presentation skills.
We're committed to bringing passion and customer focus to the business.
If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us.
