Title:  K Wealth Expert

Job Description

• Serve as a wealth specialist, and work with Relationship Managers (RMs) to create wealth for the Bank’s clients.
• Understand the needs of KBank’s clients to build wealth, and provide comprehensive wealth management plans tailored to each individual client’s financial goals and risk tolerance levels.
• Work closely with RMs to generate income through wealth creation for the Bank’s clients.
• Use data-driven insights to analyze and offer solutions to clients.
• Address immediate problems, find solutions for clients, and maintain cordial relationships with clients.

Job Qualification

• Bachelor’s/master's degree in finance, accounting, business management, economics or related field.
• At least 2 years’ experience in fund and/or insurance customer service.
• Hold valid life and non-life insurance, plus investment consultant (IC) licenses; AFPT and CPF would be an advantage.
• Knowledge of wealth products; credit expertise would be an advantage.
• Knowledge of finance, macroeconomics, technical charting (MACD) and incident in any country.
• Storytelling, presentation and communication skills.
• Strong customer relationship skills.