Job Description
If you are looking to excel and make a difference, take a closer look at us…
Key Responsibilities and Accountabilities – Functional (Job Responsibilities)
- Financial Advisory: Conduct in-depth discovery sessions to accurately understand clients' risk tolerance, financial objectives, and time horizons to provide tailored recommendations.
- Revenue Generation: Achieve key performance indicators (KPIs) by generating fee‑based income through the strategic sale of wealth management products.
- Market Intelligence: Stay updated on global market trends, interest‑rate shifts, and regulatory changes to provide proactive and timely advice to clients.
- Portfolio Growth: Focus on growing the Bank's AUM through effective relationship management and acquisition of new‑to‑bank wealth clients.
- Compliance & Risk: Ensure all transactions and client interactions strictly adhere to bank policies, internal SOPs, and industry regulations (e.g., PDPA, ...