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Director / Associate Director / AVP - Wealth Management (Large Foreign Bank)

Conners Consulting Limited

  • Company Industries：Human Resources Management/Consultancy

Job Information

  • Post Date：2013-08-07
  • Career Level：Senior
  • Location：Central & Western Area
  • Yr(s) of Exp：5 years
  • Qualification：Degree
  • Salary：Negotiable
  • Employment Type：Full Time
  • Job Function：Investment  Private Banking  Retail Banking  

Job Description

Our client, a foreign bank group is seeking for a high calibre to join the professional team.


 
Responsbilities

  • Manage high net worth HNW Clients
  • Deliver as per customer needs
  • Develop deeper relationships
 
The primary function is to build a thorough understanding of each client's financial requirements and deliver appropriate strategies, products and services to meet these. Equal focus will be given to sales, retention and building deeper relationships and share of wallet with HNW individuals.
 
Focusing on highly visible and proactive initiatives, the role holder will focus on building sales and developing deeper relationships with their client base. Tasks will include developing and implementing a coordinated business development and marketing plan to meet business objectives, managing clients below minimum accepted business levels and working with and referring clients to an allocated Financial Planner for advice and product sales.
 
The incumbent will identify and refer clients to the Investment Specialist for Closed ended product sales. Providing securities advice where appropriate, building relationships with ex/internal business influencers and resolving client complaints will also be important functions.
 
 
 
Requirements
  • Degree holder
  • 5 years above experience in Wealth Management to clients 
  • Good understanding of range of investment products, articulate its features, risks, and selling the same to customers in a professional manner.
  • Result oriented, proactive and professional
  • Fluent in English and Mandarin
 
 

To apply, please send a detailed resume in MS WORD to jc@connersconsulting.com

Only shortlisted candidates will be notified.

All data collected will be used for recruitment purpose only & will be used strictly confidential.

 

Company Info

About Conners

Found in 2010 by a group of professionals with wide range of networks and extensive experience in the field. We are focus on searching talent for Banking, Finance & Insurance clients in the region. We are operating by a team of sector experts to providing clients with high quality professional recruitment services. We source and select the best talent for our clients, build up trust and match most suitable job for candidates, create long term relationship with both of our clients and candidates.

Website: http://www.connersconsulting.com

Employment Agency Licence No.: 63811

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