HYRED

Personal Banker (Wealth Product)

HYRED  •  Bangkok, TH (Onsite)  •  21 days ago
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Job Description

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  • Responsible for managing relationship with existing wealth clients and acquiring new potential wealth clients
  • Plan, analyze, and assess investment need of customer in portfolio, together with recommend suitable investment solution to each client based on risk appetite and preference
  • Facilitate investment transaction to clients to ensure smooth and accuracy process are maintained, as well as coordinate with related parties to ensure excellent services is always brought to clients
  • Prepare call plan, call report, and execute according to plan to foster with the existing clients and expanding new client pipeline
  • Maintain ethical and good governance standard that comply with market conduct, and rules and regulations

Qualifications

  • Bachelor's degree or higher in Finance, Accounting, Business Administration, Economics, and related fields
  • 0-2 year experiences in banking, investment advisory, or insurance
  • Sound knowledge in investment and insurance
  • Have IC and LIB License would be an advantage
  • Good presentation skill, enthusiastic, observant, meticulous and able to work under pressure
HYRED

About HYRED

Hyred is a Singapore-headquartered HR solutions partner with a strong presence across Malaysia, Thailand, Indonesia, Vietnam, and Hong Kong. We help companies scale and succeed through tailored services including Executive Search, Contingency Recruitment, Contract Staffing, Employer of Record (EOR), and Augmented Staffing.

We believe business growth starts with the right people. That’s why we take a personalized approach to recruitment, connecting organizations with top talent who make an impact. For companies expanding into new markets, our EOR services provide a seamless, compliant way to hire without the complexity of setting up a local entity.

With deep regional expertise and a commitment to speed, compliance, and quality, Hyred delivers solutions designed to meet the unique needs of businesses across South East Asia. Whether you’re a fast-growing startup or a global enterprise, we are your trusted partner in building high-performing teams.

Let’s build your workforce for the future.

Industry
Unknown
Company Size
11-50 employees
Headquarters
Singapore, SG
Year Founded
2022
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