WEALTH EXECUTIVE ADVISOR

Provide advice on Wealth Products (MF, Bond, Bancassurance, Fx) and services tailored to needs of high net-worth individual and affluent customers.

Conduct market analysis opportunities, collect and compile information on trends in customer needs, and determine next steps in customer approach so that the predetermined targets can be achieved.

• Maintain Relationship and grow more portfolio Asset Under Management (AUM) from existing and new clients.
• Bachelor’s Degree from any major
• Professional with minimum 5 years of experience in banking as wealth RM
• Solid understanding of funding products and regulations
• Strong negotiation and communication skills
• Highly motivated and target driven