Title:  Private Banker

Job Description

• Provide investment consultation and develop good relationship with High-Net-Worth Individuals (>50MB wealth) Families and their businesses to manage their wealth and financial assets by KBank investment products.
• Monitor and adjust investment portfolios based on market trend and clients’ changing needs.
• Stay updated on market trends, financial products, and investment opportunities to provide clients with the most relevant advice.
• Identify opportunities to cross sell other financial products and services offered by K Private Bank such as insurance protections, and estate planning services.
• Extract necessary information about customers to support team in dept. for pre-sales call to help prepare sales proposals and to support portfolio planning for accounts.
• Assist Private Bank Management Team on customer planning and in preparing customer information or as requested.

Job Qualification

• Master's degree in MBA, Finance, Econs, Marketing or related fields from recognized universities.
• At least 2 years' experience in Private Banking or High-net-worth wealth management (>50 MB wealth) or Fund Manager is advantageous.
• Required and IC license or IP license (CFP or CFA or other related certificates will be highly considered)
• Well articulate in presentational skills
• Have sophisticate financial products knowledge will be highly considered.
• Have banking product knowledge would be a plus.
• Have pleasant personality with good communication skills.