Job Description
Job Description
- Manage and maintain relationships with existing Wealth Banking Clients
- Acquire New-to-Bank (NTB) clients and grow the wealth portfolio
- Generate fee income through investment, insurance, and wealth management products
- Achieve Annualized Premium Equivalent (APE) targets
- Conduct KYC processes and ensure compliance with regulatory requirements
- Monitor and manage PEP Clients in accordance with bank policies
Requirements
- Bachelor's degrees any major from reputable university, fresh graduates are welcome to apply
- Strong communication, sales, and relationship management skills
- Good communication in English written and conversational
- WPPE and/or AAJI certification is required
- Willing to be placed in different branches in same city