Job Summary:
Lead Wealth RMs to acquire, advise, and grow affluent customer portfolios with holistic financial solutions.
Job Description:
- Build and lead team of Wealth Relationship Managers to acquire, build up and manage the customer's financial portfolio to achieve the goal and serve Upper Affluent/wealth customers with competent and upscale service level to strengthen customer relationship.
- Develop and advice financial solution knowledge/skill to Wealth Relationship Managers to giving financial advice to Upper Affluent/wealth customers on Bank's products and services (Investment/Protection/Deposit/Lending) and delivering Financial Well Being.
- Proactive evaluate customer investment needs in comparing with diverse risk to provide consultation on investment products, solutions and services that meet customer unique investment objectives.
- Lead team to increase / acquire new customer to the bank (increase the number of new to bank customer) and develop/ expand wealth customer base according to the bank's target.
- Lead, Identify, develop and deepen the 360-degree relationships with a focus on wealth management and financial Planning.
- Internal coordination with related department / party to provide a seamlessly / flawless service to customer.
Qualifications:
- Bachelor / Master Degree, preferably in Marketing, Finance or other Business Administration.
- Minimum 7 years experience in financial institutions and has at least 3 years experiences in manager level with RMs / wealth RMs will be preferred.
- Investment Consultant License (IC Complex2), Life Insurance Broker License, Non-Life Insurance Broker License.
- Good personality and with growth mindset , strong banking product knowledge.
- Excellent skills in leadership, client handling, communication, organization, problem solving, and conflict management.
