Client Advisor

Client Advisor

Aryan Solutions Pte Ltd
Kuala Lumpur Penang Selangor
5-8 years
8000 - 16000 MYR

Job Description

Salary:- RM 8000/Monthly - RM 16000/Monthly
Job Type:- Permanent

Responsibilities:
  • Work in partnership with the Investment Advisor and other in-house subject matter experts to offer holistic advice and financial solutions to High Net Worth clients.
  • Enhance and develop relationships for the purpose of client conversion or acquisition.
  • Promote bank products such as unit trust, DCI, deposits, loans, bonds, equity and trust products.
  • Keep abreast of market trends and of the latest industry developments.
  • Ensure proper housekeeping and documentation of all correspondence with clients.

Requirements:
  • Minimum 5 years’ experience in the financial industry, preferably in priority or private banking.
  • Strong knowledge of global economic, financial markets and political conditions, current affairs and the implication of these on clients portfolios.
  • With recognized industry qualifications (CFP, FIMM, PCE, CEILI, IPPC or Module 6 and 7).
  • Good interpersonal and communication skills.
  • Good analytical and conceptual thinking.
  • Creative and results-oriented.
  • Able to work well under pressure, independent, and a good team player.

Interested candidates, please send over your resume to [Confidential Information] or call 0327123119 for a confidential discussion.

Aryan Solutions is an ISO 9001:2015 & ISO/IEC 27001:2013 Certified Technology Consulting & Staffing Company that specializes in providing Technology solutions, Search, Staffing & Managed Services to Local and Multi-national Companies within APAC, SEA, Australia & Japan who are leaders in Financial Services, Hedge funds, Asset Management, Telecommunication, Information Technology, Manufacturing and Government & Public Sector. Aryan Solutions is headquartered in Singapore with offices in the USA (NJ), KL (Malaysia), Hyderabad & Lucknow (India). We have a team highly experienced Consultants working across the Region covering Singapore, USA, Malaysia, Indonesia, HK, China, Australia & Japan.

Our staff augmentation and managed services make business evolve them into a global enterprise. We specialize in providing Technology solutions, Managed Services, Staffing & Search Services to Local and Multi-national Companies within APAC, SEA, Australia & Japan who are leaders in Financial Services, Hedge funds, Asset Management, Telecommunication, Information Technology, Manufacturing, and Government & Public Sector.

Our India Operations are now ISO 9001:2015 Certified.

Company Registration No. 200823066N
License No.: 13C6405

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