Client Advisor - RM Privilege/Private Banking

• Passionately to fact finding and KYC customers, in order to present the right product solutions according to the customers' needs
• Provide truly professional financial advice and customer service to achieve high level of customer satisfaction and retention.
• Design financial strategies/plan or investment plan or portfolio model for individual customer.
• Review and responding to customers changing needs and financial circumstances, associated risk and providing customers with information on new and existing products and services.
• Work with IC on a wide array of investment products to advise customers on investment opportunities.
• Build customer's wealth through Bank Investment and Insurance products

• Master's degree in M.B.A., or Bachelor degree in Marketing, Business Economics, Financial, or related field.
• Previous 2-8 years of experience in Marketing Planning relationship manager, Banking business will be advantage.
• Experienced in RM, knowledge in Mutual Fund products is preferred.
• Knowledge of financial instruments, credit and business analysis, industry analysis.

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