Personal Wealth Banker
Core
Provide wealth management and financial product services to retail and high-net-worth individual customers to achieve business targets and ensure customer satisfaction.
Role type
Personal Wealth Banker (Financial Advisor)
Builds
Investment portfolios, insurance products, and other financial instruments for individual clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Financial product knowledge, investment planning, relationship building, sales target achievement, market analysis, regulatory compliance
Preferred skills
English fluency (spoken and written), problem-solving, ability to work under pressure
Technologies
N/A
Responsibilities
Manage relationships with customers to understand financial needs and recommend suitable products; Provide investment advice and planning including mutual funds, bonds, life insurance, and other investment products; Analyze market conditions to provide timely and effective investment advice; Meet sales and business targets; Coordinate with internal teams to provide comprehensive customer service