Premier Wealth Manager (Offshore)

We are representing our client, an established regional bank, to look for Premier Wealth Managers (Offshore) to beef up the existing teams.

Responsibilities

• Acquire New-to-Bank customers for the Premier Wealth Offshore segment.
• Grow, manage and preserve clients' wealth through optimization of the risk, return and liquidity and work to ensure clients' financial and investment objectives are met.
• Provide unbiased advice in managing and growing clients’ wealth.
• Maintain a high standard of service quality and compliance.
• Conduct compliance activities to effectively manage the overall risk to the bank.
• Execute client’s instruction/trade accurately and timely.

Requirements

• Degree holder with minimum 3 years of relevant banking experience in acquiring offshore premier clients.
• Excellent track record in sales and marketing of financial products.
• Sound knowledge of banking products and services including investment products such as unit trusts, bancassurance, and treasury products etc.
• Excellent interpersonal and communication skills.
• Willingness to travel to prospect, acquire and build client base.
• Relevant CMFAS certifications and any other certifications required by the bank.