Responsibilities
- Acquire and onboard new PB clients onto the platform.
- Growth of Net New Money and AUM.
- Generating investment revenue of AUM.
- Providing wealth management and banking services to clients.
- Full compliance to rules and regulations governing the business.
Requirements
- A network of client referral channels.
- Ability to successfully convert and generate AUM into revenue.
- Good financial market/product knowledge.
- Keep abreast of market developments and opportunities and work closely with Investment Advisors to co-manage the portfolio of clients.
- Deliver excellent service to clients and deepen relationship by value adding to clients’ wealth management needs with timely portfolio rebalancing and portfolio performance updates.
- CACS certification is preferred.
If you are ready to take the next step in your career, we’d love to hear from you!
Please send your resume to recruit.sg@bankofchina.com
(We regret that only shortlisted candidates will be notified.)
