About the job
Join a distinguished international banking group with over 150 years of history and a presence in more than 50 markets worldwide. Our commitment to fostering commerce and prosperity is underscored by our unique diversity, which enables us to provide innovative financial solutions that promote sustainable growth.
Key Responsibilities:
- Cultivate and oversee a portfolio of high-net-worth clients in North Asia, delivering customized financial solutions tailored to their wealth management needs.
- Establish and nurture strong, long-lasting relationships with clients by comprehensively understanding their financial aspirations and providing personalized advice on investments, insurance, and banking products.
- Actively identify and leverage opportunities to cross-sell and upsell the bank's wealth management offerings.
- Conduct regular portfolio evaluations with clients, ensuring alignment with their financial goals and prevailing market conditions.
- Remain informed about market trends, investment products, and regulatory shifts to offer well-informed recommendations.
- Collaborate with internal teams, including product specialists and investment advisors, to provide holistic financial solutions.
- Uphold compliance with all regulatory standards and internal policies while maintaining the highest levels of professionalism and integrity.
- Achieve individual and team sales objectives, contributing to the overall growth and profitability of the wealth management division.

