面議（經常性薪資達4萬元或以上） 東南亞新加坡 5年工作經驗 1天前更新
• Build-up, maintain and expand a network of clients, introducing them to the company and Wealth Management platform.
• Provide exceptional advice, service and appropriate recommendations to clients with focus on understanding their needs, objectives and risk tolerance.
• Develop personalized wealth management solutions and investment ideas.
• Enable the client to make informed financial decisions by providing clear, relevant and timely information.
• Regular and timely submission of progress reports, incl. existing business and prospect pipeline.
• Constant and timely filing of call reports, following meetings with clients.
• Communicate and work hand-in-hand with investment product and research department, giving input for generating new investment/product ideas.
• Observe and follow regulatory and bank‘s policies and procedures like advisory handbook, cross-border rules, AML guidelines, and other risk/compliance issues: diligent and prompt reporting of irregularities/red flags to line manager/compliance officer.
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