Crbo - Private Wealth Advisory (Pwa)
5 days ago
**Responsibilities**:
- Fully competent in giving financial advice to Upper Affluent & High Net Worth Customers on Bank’s products and services (Investment/Protection/Deposit/Lending) and delivering Financial Well Being
- Professionally manage the customer’s financial portfolio to achieve the goal and to fulfill the objective by balancing return, expense, risk, and liquidity in short/medium/long term plan
- Continuously develop and deepen the 360-degree relationship with the assigned group of customers by providing a regular value-added engagement to individual/family
**Qualifications**:
- Bachelor/Master degree of related fields
- Investment Consultant License (IC) / Life Insurance Broker License / Non-Life Insurance Broker License
- Own a car with driving license
- Good personality and with growth mindset
- Excellent skills in client handling, communication, organization, problem solving, and conflict management
- At least 2 years experience in Banking/Insurance Industries handling Upper Affluent/High Net Worth customers
**Location**: ttb head office
**For more information**:
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