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Premier Banker

Portfolio Management

Responsibilities:

  •  Meet revenue targets and other quantitative targets like yield, AUMs, account growth and fee income ratio
  • Understand client requirement and daily maintenance of account relationships
  • Provide investment advise to clients & fully responsible for clients under management
  • Ensure compliance with bank’s and regulatory requirements
  • Develop and strengthen their relationships with the Bank in accordance with relevant business goals.
  • Manage the relationships with new and existing affluent customers through professional consultative financial analysis.
  • Up-sell, cross-sell and provide regular market information updates and trend analysis to these customers.

Requirements:

  • Bachelors Degree with at least 5 years of work experience
  • Proven sales track record of direct selling experience in private banking business
  • Sound product knowledge relating to private banking
  • Good understanding of compliance & regulatory requirements
  • Excellent interpersonal & communication skills
  • Ability to listen & understand client’s requirements

Interested applicants, please send your latest resume to anc2@anchorsearchgroup.com. We regret that only shortlisted candidates will be contacted. Jane (Reg no. R1878522 EA No: 17C8528)