Premier Wealth Manager (Offshore)

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.

Additional Information

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

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