Wealth Associate

JOB SUMMARY:

The WMG-BDD Wealth Associate is responsible for assisting the WMG-BDD Relationship Officer in marketing Wealth Management Group products and services to existing and potential customers, building customer relationship and performing portfolio management and account administration; ensure delivery of high quality customer experience by actively assisting in all relationship, customer service and wealth management activities of the WMG-BDD Relationship Officer; responsible for creation, maintenance and safekeeping of customer, account and transaction records.

JOB SPECIFICATIONS/QUALIFICATIONS

Educational Background:

• Bachelor's degree/College graduate.

Work Experience:

• Banking, including proficiency in the use of office systems.