Reported successfully

• Grow portfolio of emerging-affluent and affluent individual clients to build a strong relationship with both existing clients and prospective customers.

• Identify potential customers and bring in the new deposit base and clients for the segment

• Procure new business through customer acquisitions and manage relationships with existing customers

• Provide financial advice, consultation and dispensing customized solutions in alignment with the banking standards and industry regulations

• Deliver client satisfaction through tailored solutions according to client objectives and service issue resolution

• Conduct financial portfolio management for clients through quality advice and recommendations with a suite of banking

• Perform other tasks assigned by line supervisor

• Bachelor’s degree in Business, Marketing, Finance and Banking or other related degrees

• At least 2 years of working experience in banking services, and contact center are preferred

• Confident, strong communication and interpersonal skills with high network individuals and companies

• Strong understanding of financial compliance and regulatory requirements is an advantage

• Candidates with strong acquisition or good networking background are preferred

• Good at English and Microsoft Office (Words, Excel, and PowerPoint)