Grow the business through proactive acquisition and retention of HNW/UHNW clients
Responsible for achieving annual revenue targets and objectives
Build and develop a deep understanding of clients' investment needs
Ensure accuracy in product documentation including credit facilities
Comply to all guidelines and regulations
Skills and Requirements
Bachelor's degree and possess professional qualifications: CMFAS and CACS
Minimum 5 years of relevant wealth management experience
Strong understanding of financial products and financial instruments
Able to collaborate effectively across departments
Only shortlisted candidates will be responded to, therefore if you do not receive a response within 14 days please accept this as notification that you have not been shortlisted.
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