Provide the coverage on High Net Worth clients (individual and corporate). Be able to source and provide full financial service to High Net Worth clients from Singapore/ China/ HK/ SEA.
- To provide full financial service and all transactions to HNW clients by the extension of credit and the marketing of company services and products
- Provide analysis on business development efforts such as preparing pitch books and analyses of prospective clients’ portfolios etc.
- To open clients’ account to establish new relationships and manage existing relationship
- Maintain and monitor clients’ statements on a regular basis
- Minimum 3 years of working experience in client-facing industry eg. wealth management or corporate banking
- Passion and knowledge of financial markets, asset classes, products, and corporate and investment banking
- Ability to develop robust internal networks in order to offer a seamless delivery of products and services within the integrated bank franchise
- Good presentation and communication skills
- Good command of written and spoken English and Chinese, including Putonghua (in order to liaise with Chinese & Putonghua speaking associates)
- Qualified to be registered as a relevant licensed representative