Senior Expert, Private Client Relationship Management (40001425)

The job holder is responsible for managing directly the High Net Worth customer portfolio assigned to Senior Expert, Private Client Relationship Management (Snr Expert, PCRM) in Private Client Center (PCC) from time to time, providing customers with Private products and services.

Requirements

• Bachelor degree in economics, finance, banking, foreign trade, business administration or equivalent.
• TOEIC certificate or equivalent.
• Minimum 12 years of experience in a direct sales / manager position for high net worth and wealthy customers in the fields of finance/banking/investment/insurance/travel/hotel/real estate/securities.
• Deep understanding of the behavior and needs of high net worth and wealthy clients.
• Deep understanding of products for Private Client, have lending experience, being able to advise total financial solution packages for customers.

Benefits

• Generous Paid Time Off
• 401k Matching
• Retirement Plan
• Visa Sponsorship
• Four Day Work Week
• Generous Parental Leave
• Tuition Reimbursement
• Relocation Assistance