Client Advisor - Singapore - TAISHIN INTERNATIONAL BANK CO., LTD. SINGAPORE BRANCH

Wei Jie

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Wei Jie

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Description

Responsibilities:


  • Acquire new clients and AUM
  • Maintain and manage existing clients' relationship
  • Provide product and services that can satisfy clients' need in terms of global wealth planning
  • Ensure operations are compliance of all relevant local and cross border regulations

Job Requirements:


  • Minimum a Bachelor's Degree in Business Administration/Banking and Finance or any relevant discipline
  • Minimum 8 years of experience in financial industry
  • Good knowledge of relevant financial products
  • CACS, CFA preferred
  • Effectively bilingual in English and Mandarin as the role requires communication with Chinese speaking colleagues in Hong Kong and Taiwan

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