Job Description

• Provide investment consultation and develop good relationship to high-net-worth individuals (>50MB wealth) to maintain and increase Share of Wallet by KBank investment products
• Extract necessary information about customers to support team in dept. for pre-sales call to help prepare sales proposals and to support portfolio planning for accounts
• Assist Private Wealth Relationship Management Team on customer planning and in preparing customer information or as requested
• Coordinate with related parties as needed to execute clients' transactions or needs and acquire information correspondingly, and also serve as customer’s secondary point of contact to department if other team is not available
• Maintain current investment knowledge and information on existing products, policies and portfolio management skills

Qualifications

• Master's degree in MBA, finance, Econs, Marketing or related fields from recognized universities.
• New Grads are welcome
• Required Single License
• Experience in banking or investment will be highly considered
• Have banking product knowledge would be a plus.
• Have pleasant personality with good communication skills
• Service mind and able to work under pressure