Responsible for marketing and promoting a wide range of banking products including unit trusts, insurance, and treasury investments to clients with AUM over 100k
Job Summary
Responsible for marketing and promoting a wide range of banking products including unit trusts, insurance, and treasury investments to clients with AUM over 100k.
Manage key relationships with existing and potential customers while providing sound advice on effective financial management and portfolio expansion.
Proactively cross-sell other banking products and services to grow mutually beneficial banking investment opportunities.
Matching Summary
Responsible for marketing and promoting a wide range of banking products including unit trusts, insurance, and treasury investments to clients with AUM over 100k.