Client Advisor, Private Wealth Malaysia

Job Responsibilities:

1. To touch base with existing High Net Worth clients in order to grow clientele base, TFA and increase cross-sell opportunities.
2. To acquire new High Net Worth clients to increase client base.
3. To uphold the standards of Private Wealth on both advisory services and business approach in order to generate revenue for the Bank and increase TFA.
4. To work closely with other business units i.e. Client Coverage & Business Banking colleagues in order to increase client engagement and positive client experience.
5. To collaborate with regional counterparts to increase total revenue.
6. To improve service deliverables to clients and increase TFA and clientele base.
7. Continuous self-development in order to keep self abreast with market updates, financial news by reading financial magazines, websites, etc.
8. To always maintain the image of a professional Client Advisor.

Requirements:

1. Degree holder, preferably in Finance or Business Administration.
2. With at least five years of work experience in the financial industry, preferably in priority or private banking.
3. Strong knowledge of global economic, financial markets, and political conditions, current affairs, and the implication of these on clients' portfolios.
4. Preferably with recognized industry qualifications (CFP, FIMM, PCE, CEILI, or Module 6 and 7).
5. Good interpersonal and communication skills.
6. High level of analytical and conceptual thinking.
7. Creative and results-oriented.
8. Able to work well under pressure, independent, and a good team player.

Your application will include the following questions:

• Which of the following statements best describes your right to work in Malaysia?
• What's your expected monthly basic salary?
• Which of the following types of qualifications do you have?
• How many years' experience do you have as a Client Advisor?
• Do you have experience working in a business banking environment?