Maximum age of 40 years old.
Bachelor’s degree in Economic, Management, Finance or related fields. A Master's degree is an added value.
Have minimum 8 years of experience focusing in the banking industry.
Experience as a relationship management or private banking for at least 5 years.
Certification Required:
- WAPERD
- AAJI
- CFP
- Certified Wealth Management
- Internal Investment Certification (IIC)
Technical Capability:
- Having proven track record in achieving sales targets and HNWI clients.
- Deep understanding of investment products (investment products (mutual funds, bonds, stocks, investment-related insurance products, etc.) and capital markets.
- Strong financial analytical skills and strategic thinking.
- Having capital markets certification (WPPE/WMI) will be an advantage.
Leadership & Soft Skill:
- Excellent communication, negotiation, and presentation skills
- Extensive networking in the high-net-worth client segment.
- Able to work independently as well as in a team.
- Target and results-oriented