Title:  Wealth Relationship Manager

Job Description

• provide personalized holistic wealth advisory and solutions to Affluent clients and plan their finances to meet their financial goals
• Manage business relationship with Client and offer professional financial advice
• Build customer’s wealth through Banking products.
• Update Affluent clients regularly on markets, and offer integrated financial solution portfolio performance, investments opportunities, risks appetite
• Deliver effective and efficient support to Affluent clients

Job Qualification

• Bachelor's Degree or Higher in Finance, Accounting, Business Administration, Economics, or related field
• At least 2-3 years' experience in wealth management
• Experience and expertise in investment and insurance products
• Certificated for IC / Life/Non-Life is an advantage
• Strong interpersonal and communication skills.
• Client relationship skills

Certification/License