Client Advisor

Job Responsibilities:

• Able to source for and acquire new clients within market and refer potential clients to other marketing teams or other segments within the bank.
• To provide appropriate insurance & investment solutions to clients based on their needs and risk profiles.
• You are responsible for striving towards the Asset Under Management (AUM) growth and revenue generation
• To ensure all transactions are strictly compliant with audit and statutory guidelines

Job Requirements:

• Bachelor's degree with at least 8 years of relevant experience
• Proven track record in the private banking business
• Sound product knowledge
• Good understanding of compliance and regulatory requirements
• Excellent interpersonal and communication skills
• Team player and able to collaborate with the product team, support team, and other banking divisions to acquire clients