Job Description

Responsible for providing financial solutions to the Wealth customers and ensure value added services

Responsible for providing advise on the financial assets to be built and delivering an absolute performance within the return and risk range agreed upon with their High Net Worth Clients 

Helps in managing the quality and composition of asset portfolio of their clients

Work in close coordination with the Advisory Team for risk profiling and gaining a deep understanding of the chosen assets to see how the risks come together to impact the investor\'s wealth and makes various product offerings to ensure maximum returns

Expected to gain market intelligence through the bank\'s systems, Daily Net Asset Value - NAV reports and study Mutual Fund - MF digest to review the risks on a periodic basis and be aware of the changes in financial market conditions.

Desired Candidate Profile

Please refer to the job description above

Key Skills

Key Skills

. Finance, Mutual Funds, RM, NAV, MF, Banking, Net Asset Value, Relationship Management, Market Intelligence, Value Added Services

Qualification

. Not Mentioned

Additional Qualification

. Finance, Mutual Funds, RM, NAV, MF, Banking, Net Asset Value, Relationship Management, Market Intelligence, Value Added Services

Industry

. Banking/Financial/Insurance Services

Functional Area

. Sales/Business Development

Job Role

. Sales/Business Development-Manager

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