Job Responsibilities:

• Source for and acquire new clients within market and refer potential clients to other marketing teams or other segments within the bank

• Provide appropriate insurance & investment solutions to clients based on their needs and risk profiles

• Responsible for striving towards the Asset Under Management (AUM) growth and revenue generation

• Ensuring all transactions are strictly compliant with audit and statutory guidelines

Job Requirements:

• Bachelor's degree with at least 8 years of relevant experience

• Proven track record in the private banking business

• Sound product knowledge

• Good understanding of compliance and regulatory requirements

• Excellent interpersonal and communication skills

• Team player and able to collaborate with the product team, support team, and other banking divisions to acquire clients