Responsibilities

Primarily responsible for acquiring new business; client retention and growth. Conducts direct to market prospecting and closing of trust and investment accounts from institutional and High-net worth individual clients

For identified institutional, large corporate and qualified individual accounts, he/she is responsible for identifying and understanding client needs and providing solutions.

Considered the “product champion” for products and services that may be offered. He/she shall formulate and execute plans, programs and strategies to ensure the attainment of the job’s objectives.

Has the necessary technical skills in discussing the specifics of the local and fixed income and equity markets with clients.

Qualifications

•At least 5 years of sales/account management related job, preferably from financial institutions

•Evident track record of business growth based on the size of portfolio/accounts generated and handled

•Must be willing to undertake the necessary trust course and other license requirement for proper job execution.

•Proficient in group presentations with excellent written and verbal communication skills

•Self-motivated and self-confident

•Results-oriented; Very good selling skills – “hunter” mentality; results-oriented

•Strong attention to detail and problem-solving abilities

Please refer to job description.