Job Description
More than just a recruitment company. At PRTR, we have been a part of our customer's success for 30 years as their total HR solutions partner. With 550 dedicated professionals and over 15,000 outsourced staff, we will continue to carry out our mission to develop a better career, a better life, and a better society, and thrive to become the No.1 people solutions organization in Southeast Asia.
Key Responsibilities
- Managing ongoing relationships with wealth clients while identifying and attracting new clients.
- Conducting market research to pinpoint potential clients and evaluate their needs.
- Partnering with product and marketing teams to formulate and carry out successful client acquisition initiatives.
- Analyzing and assessing the investment needs of portfolio clients, recommending investment strategies based on their risk profiles and preferences.
- Facilitating clients' investment transactions to ensure they are processed smoothly and accurately while coordinating with associated parties to deliver top-notch service.
- Preparing and implementing call plans and reports to enhance relationships with current clients and broaden the new client pipeline.
- Maintaining high ethical standards and adhering to regulations and market conduct practices.
Qualifications
- Bachelor’s Degree or Higher in Finance, Accounting, Business Administration, Economics, or a related field.
- At least 5 years of relevant experience in banking or investment advisory.
- Strong track record of building and managing client relationships.
- Solid understanding of financial markets, investment products, and regulatory frameworks.
- Ability to operate independently and collaboratively within a team.
- IC license is required.