The role requires actively prospecting new clients and managing existing relationships to maximize portfolio growth and profitability
Job Summary
The role requires actively prospecting new clients and managing existing relationships to maximize portfolio growth and profitability.
Candidates must possess a proven sales track record with 3 to 5 years of experience managing high net-worth or affluent individual clients.
Success in this position involves ensuring full compliance with bank policies and regulatory requirements while handling all account opening documentation.
Matching Summary
Match Score: 85
The role requires actively prospecting new clients and managing existing relationships to maximize portfolio growth and profitability.
Skills & Requirements
Must-have
Proven sales track record
3 to 5 years experience
Managing high net-worth clients
Affluent individual client management
End-to-end account onboarding
KYC review and compliance
Nice-to-have
Strong networking skills
Effective interpersonal communication
Ability to engage Mandarin-speaking clients
Highly driven and motivated
Collaborative stakeholder engagement
Key Requirements
Bachelor's Degree preferably in Banking & Finance
Relevant CMFAS certification required
3 to 5 years dedicated client relationship experience