Client Advisor, Private Wealth Malaysia

Responsibilities

•To touch base with existing HNW clients in order to grow clientele base, TFA and increase cross sell opportunities

•To acquire new HNW clients to increase client base

•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

•To work closely with other business units i.e. Client Coverage & Business Banking colleagues in order to increase client engagement and positive client experience

•To collaborate with regional counterparts to increase total revenue

•To improve service deliverables to clients and increase TFA and clientele base

•Continuous self development in order to keep self abreast with market updates, financial news by reading financial magazines, websites, etc.

•To always maintain image of professional Client Advisor

Requirements

•Degree holder, preferably in Finance or Business Administration

•With at least five years of work experience in the financial industry, preferably in priority or private banking

•With strong knowledge of global economic, financial markets and political conditions, current affairs and the implication of these on clients' portfolios

•Preferably with recognized industry qualifications (CFP, FIMM, PCE, CEILI, or Module 6 and 7)

•With good interpersonal and communication skills

•With a high level of analytical and conceptual thinking

•Creative and results-oriented

•Able to work well under pressure, independent, and a good team player