Wealth Management Specialist

3 weeks ago


Singapore Bank Negara Indonesia Full time

Key Responsibilities

  • Collaborate with Wealth Management team members to provide comprehensive solutions to Priority clients.
  • Deliver regular market updates and tailor financial products to meet clients' needs.
  • Analyze market trends to identify potential client leads and opportunities.
  • Offer financial planning and advisory services aligned with clients' investment profiles.
  • Develop proactive relationship management strategies to strengthen client relationships.
  • Ensure comprehensive coverage of client relationships through engagement, risk profiling, and financial planning.
  • Understand clients' banking and financial needs and recommend suitable solutions.
  • Drive business growth by prospecting for new clients and referrals.
  • Provide exceptional client experiences and adhere to compliance norms.

Compliance, Risk & Control

  • Ensure adherence to KYC/AML and other compliance requirements.
  • Assess risk and demonstrate sound ethical judgment in business decisions.

Requirements

  • Strong academic qualifications and over 5 years of experience in Wealth Management.
  • Completion of CMFAS certification and relevant licenses.
  • Strong understanding of financial markets and investment products.
  • Excellent interpersonal skills and ability to work collaboratively.
  • Highly driven and resilient individual with an entrepreneurial mindset.
  • Ability to thrive in a challenging environment and recognize customers' needs.
  • Proficiency in Bahasa Indonesia is preferred.


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