Job Description

• Identify areas to build strategic relationships, create, and facilitate forums, such as, promotional events, seminars, and meetings to develop new alliances and formal networks
• Explore, monitor and analyze industry trend and market opportunities
• Improve the internal operational process and procedure and increase their efficiency to minimize operating costs through
• Design process improvement plan to remove the bottle-neck circumstances and provide better client's experience
• Collaborate with Relationship Managers, Investment and Wealth Specialists, and other sales professionals to achieve both financial target and enhance customer satisfaction due to greater experience

Qualifications:

• Bachelor's degree or higher in Business Administration, Finance & Banking, Marketing, or related fields
• At least 5 years of experience in finance and banking, strategy, wealth management, or a closely related field
• Extensive knowledge of strategy and planning towards wealth management solutions
• Exceptional verbal and written communication and presentation skills, both one-on-one and group settings

We're committed to bringing passion and customer focus to the business.

If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us.