Relationship Manager Premier
Posted on:
Full Time
Job Scope
- Actively participate and collaborate with other sales personnel at PBC/branch/region on sales activities/campaigns for customer acquisition and retention
- Prepare and provide investment & wealth financial advisory and assistance to customers for their investment/wealth portfolio management
- Periodic review of customers’ investment portfolio and increase AUM
Job Requirement
- Posseses a Bachelors Degree
- Certified Financial Planner certification (CFP) with FIMM, PCE, CEILI and IPPC license.
- Minimum 2 years of sale experience preferably in wealth and banca products
Minimum Year of Working Experience
2 Years
Minimum Qualification
Bachelor's Degree
Minimum Grade
Not Specified
Field Of Study
Not Specified