Job Description

· Passionately to fact finding and KYC customers, in order to present the right product solutions according to the customers’ needs

· Provide truly professional financial advice and customer service to achieve high level of customer satisfaction and retention.

· Design financial strategies/plan or investment plan or portfolio model for individual customer.

· Review and responding to customers changing needs and financial circumstances, associated risk and providing customers with information on new and existing products and services.

· Work with IC on a wide array of investment products to advise customers on investment opportunities.

· Build customer’s wealth through Bank Investment and Insurance products

Qualifications

· Master’s degree in M.B.A., or Bachelor degree in Marketing, Business Economics, Financial, or related field.

· Previous 2-8 years of experience in Marketing Planning relationship manager, Banking business will be advantage.

· Experienced in RM, knowledge in Mutual Fund products is preferred.

· Knowledge of financial instruments, credit and business analysis, industry analysis.

· Strong interpersonal and communication skills.

· Good command of English.

· 2-4 years work experience for Junior position.

· 4-8 years work experience for Senior position.

· Certificate for Single License, Life and Non-Life License.