Client Advisor, Private Wealth

Client Advisor, Private Wealth

Malayan Banking Berhad
Malaysia
5-10 years
7000 - 15000 MYR

Job Description


Description :
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.
Responsibilities :
- Enhance and develop relationships for the purpose of client conversion or acquisition.
- Promote bank products such as Unit Trust, Structured Product, 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 :
- Degree holder, preferably in Finance or Business Administration.
- 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.
- 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.
- With recognized industry qualifications (CFP, FIMM, PCE, CEILI, IPPC, Module 6 and 7.

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