- Responsibilities
- Support Senior Relationship Managers (RMs) to enhance client relationships, boost client engagement, and provide tailored solutions for customers.
- Assist in managing client relationships by joining client meetings, serving as the main customer contact for daily account maintenance, and offering asset advice.
- Collaborate with senior RMs, product specialists, and bank experts to design personalized solutions for clients.
- Create analysis, proposals, and presentations for potential customers.
- Ensure compliance with regulatory standards and E.SUN's policies and guidelines at all times.
- Evaluate risks during decision-making, focusing on safeguarding the bank's reputation and assets by complying with laws, rules, and regulations, and maintaining ethical standards.
- Perform any other assigned tasks.
- Qualifications
- Hold a Bachelor's or Master's degree in Finance, Accounting, or Economics from a locally recognized university.
- Prefer candidates with CACS Certifications 1 & 2.
- Minimum of 1 year experience in wealth planning within the banking sector.
- Strong communication and interpersonal skills; fluency in multiple languages preferred for communicating with customers and producing reports for overseas branches and HQ.
- Resourceful, results-driven, and sales-oriented with a focus on business development.
- Proven track record with a solid clientele base in Hong Kong, Vietnam, and Malaysia is advantageous.
- Positive attitude, willing to provide top-notch advice and service to clients.
- Professionalism demonstrated through reliability, active participation in meetings, and willingness to challenge ideas.
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Description
Roles & ResponsibilitiesTell employers what skills you have
Wealth Management
Excellent Communication Skills
Customer Relationship
Investment Advisory
Investment Strategies
Interpersonal Skills
Investments
Wealth
Loans
Private Banking
Risk Management
Compliance
Portfolio Management
Advising Clients
Banking
Regulatory Requirements
Customer Service
Business Development
Customer Service Experience