Comprehensive training and development programs.

Career Development and Growth:

Performance-based bonuses and incentives.
Health and medical insurance coverage for employees and their dependents.

Competitive Compensation and Benefits

Inclusive and Diverse Workplace

Alliance Bank Malaysia Berhad 

We believe that banking should be more than just a transactional experience. Beyond just a bank, we strive to be a true partner that supports our customers through every stage of their financial journey. We offer a wide range of solutions for any of life’s events, and aspire to be the bank for the entire lifetime of our customers.
<ul>
<li>We want our customers to recognise that we are committed to providing personalised, high-quality service that exceeds their expectations</li>
<li>We want people (customers and employees) to recognise that we will always put their interests first</li>
<li>We want our customers to see us as a trusted partner they can turn to in times of need</li>
<li>We want a bond that is not just transactional but emotional</li>
</ul>
Source: <a href="https://www.alliancebank.com.my/About-Us/Corporate-Profile/Overview-Corporate-Profile" target="_self">alliancebank.com.my</a>

Who We Are

Our Vision
The Preferred Banking Partner
We are a community-centric institution that strives to serve businesses and consumers every day in a positive and meaningful way.
We partner with our customers across all their banking needs and beyond to help them achieve their life aspirations.
We partner with our business associates to build innovative solutions with deep domain expertise for our customers.
We partner with our employees to create an engaged and inclusive workplace that fosters a strong sense of belonging.
We partner with our community to improve their well-being by promoting environmentally responsible actions, empowering financial aspirations and supporting entrepreneurship.

Our Mission
Building Alliances to Improve Lives
In line with the Bank’s strategy to build lifetime relationships with our local communities, we believe we play an important role in improving lives. Trust and community-centricity have always been the hallmark of our Bank and we strive to create meaningful engagements with our customers, shareholders, investors, employees and the community every day. We aim to do this by building alliances with partners who share our values, so that we can succeed together.

Source: <a href="https://www.alliancebank.com.my/About-Us/Corporate-Profile/Overview-Corporate-Profile" target="_self">alliancebank.com.my</a>

Our Values

Responsible to establish and develop relationships with High Net Worth (HNW) clients, by providing a high level of bespoke service and solutions (customize and tailor made solutions) to meet their long-term financial goals, investment risk tolerance and personal needs. &nbsp; Responsible to build the HNW client base, service and support the clients, to ensure smooth running of the entire end-to-end business activities of Private Wealth team: <ol style="list-style-type:lower-alpha"> <li>Manage clients’ experiences and expectations i.e. offer a total solution to manage financial and investment needs and, no complaints lead to financial loses and litigation</li> <li>Identify clients’ needs and to help them navigate the complex world of wealth management</li> <li>Provide advice and services under a comprehensive and integrative wealth management plan, by combining asset management, cash management, risk management, financial planning, lifestyle management, and other services</li> <li>Build a profitable investment portfolio (NIA-AUM) covering deposits, wealth products, insurance and other core products offered. </li> <li>Assist in execution of key business processes including client onboarding, client portfolio review and deepening of client relationships to facilitate the growth of the business </li> <li>Responsible for individual revenue goals and targets</li> </ol> Comply all the Rules &amp; Regulations and Code of Conduct guidelines issued by BNM, Securities Commission, Bursa Malaysia and the Bank. &nbsp; <table cellspacing="0" class="Table"> <tbody> <tr> <td style="border-bottom:1.0px solid black;border-left:1.0px solid black;border-right:1.0px solid black;border-top:1.0px solid black;padding:0.0cm 7.0px 0.0cm 7.0px;width:635.0px" valign="top"> <ol style="margin-bottom:4.0px"> <li class="NormalDS">Sales and Service Management <ul style="list-style-type:disc"> <li class="NormalDS">Focus on providing excellent personalised and bespoke service and solutions (customise and tailor made solutions) to HNW clients’ to meet their long-term financial goals, investment risk tolerance and personal needs.</li> <li class="NormalDS">Manage clients' wealth holistically and ensuring all their financial needs including financial standing, financial goals and risk tolerance are appropriately aligned.</li> <li class="NormalDS">Responsible to create personalised wealth and investment plans and portfolios that are aligned to the clients’ needs, objectives and appetite for risk; review, advise and propose them to the clients’ accordingly.</li> <li class="NormalDS">Maintain and execute the investment strategies; proactively review and manage the wealth and investment portfolios, reevaluating the actual performance of the portfolio over time to make sure it is on track and to revise it as needed.</li> <li class="NormalDS">Handle all clients’ requirements professionally and in a timely manner, by attending to their various banking transaction needs while resolving their problems and issues within specified TAT.</li> <li class="NormalDS">Actively identify and pursue sales opportunities by:</li> </ul> </li> </ol> <ol style="list-style-type:lower-alpha;margin-bottom:4.0px"> <li class="NormalDS">Expanding and growing new HNW client base and New Investment Account through referrals from existing client base or through personalised service recovery efforts</li> <li class="NormalDS">Client acquisition by building up new to bank relationships to maximise the business growth and share of wallet from the client</li> <li class="NormalDS">Collaborate with the Management and relevant product owners and / or stakeholders on prospecting and networking ideas to generate business opportunities and for relationship deepening</li> <li class="NormalDS">Working with Wealth Management Office, Branch Operations, Customer Service Division, Lending Hubs to obtain comprehensive product updates that is exclusive to our HNW clients</li> <li class="NormalDS">Actively sourcing for new sales and leads within internal database and cross-referral obtained from Alliance@Work, SME, Commercial and Corporate Banking and other cross products within GCB <ul style="list-style-type:disc"> <li class="NormalDS">Execute sales performance:</li> </ul> </li> </ol> <ol style="list-style-type:lower-alpha;margin-bottom:4.0px"> <li class="NormalDS">Supporting the Management to assist in contributing commendable achievement by ensuring both sales and service performances meet the targets assigned</li> <li class="NormalDS">Compiling and submitting accurate and timely sales reports <ul style="list-style-type:disc"> <li class="NormalDS">Maintain accurate and updated information by:</li> </ul> </li> </ol> <ol style="list-style-type:lower-alpha;margin-bottom:4.0px"> <li class="NormalDS">Keeping abreast with updated product information and market changes (e.g. revised interest rates of Alliance Bank products and competitors)</li> <li class="NormalDS">Serving as the first line of defense to identify fraudulent and unusual activities, uphold operational compliance</li> </ol> &nbsp; </td> </tr> </tbody> </table> &nbsp; <table cellspacing="0" class="Table"> <tbody> <tr> <td style="border-bottom:1.0px solid black;border-left:1.0px solid black;border-right:1.0px solid black;border-top:1.0px solid black;padding:0.0cm 7.0px 0.0cm 7.0px;width:635.0px" valign="top"> <ol style="margin-bottom:4.0px"> <li class="NormalDS">Portfolio &amp; Relationship Management</li> </ol> <ul style="margin-bottom:4.0px"> <li class="NormalDS">Build and grow the client base, service the client base for recurring income and build a profitable investment portfolio (AUM); contain client attrition at low rate.</li> <li class="NormalDS">Manage clients’ experiences and expectations i.e. offer a total solution to manage financial and investment needs and, no complaints lead to financial loses and litigation.</li> <li class="NormalDS">Establish credibility and highest standards of personal and professional integrity within the business and with clientele, by actively:</li> </ul> <ol style="list-style-type:lower-alpha;margin-bottom:4.0px"> <li class="NormalDS">Understanding and assessing clients’ requirements, current financial situation, long-term goals, tolerance for risk and recommend appropriate products and bespoke solutions</li> <li class="NormalDS">Utilise portfolio financing and structured products value propositions; and cross-selling of the Bank’s product to Alliance Bank’s HNW clients</li> <li class="NormalDS">Referring new non-consumer lending opportunities and completing the referral form to direct to the appropriate lending units (e.g. Commercial and Corporate Banking)</li> </ol> <ul style="margin-bottom:4.0px"> <li class="NormalDS">Build and maintain long-term and profitable relationships by: <ul> <li class="NormalDS">Providing high level of quality customer service; obtain customers’ feedback on sales-related matters and inform the Management where appropriate</li> <li class="NormalDS">Resolving clients’ problems and complaints on sales-related matters and escalate unresolved complaints to the Management and Service Quality for formal reply on an exception basis</li> </ul> </li> </ul> <ul style="margin-bottom:4.0px"> <li class="NormalDS">Ensure turnaround time for all products, credit applications and fulfillment processes are within service levels agreed upon.</li> <li class="NormalDS">Strictly adhere to contact management and service standards for calls, visit, portfolio review and market research frequency to HNW clients.</li> </ul> &nbsp; <ol start="3" style="margin-bottom:4.0px"> <li class="NormalDS">People Management</li> </ol> <ul style="margin-bottom:4.0px"> <li class="NormalDS">Manage stakeholders and be a team player.</li> <li class="NormalDS">Work collaboratively with various product owners and stakeholders to facilitate the growth of the business, to co-ordinate and closely manage the end to end workflow and processes, ensuring the overall success of business and smooth operational flows.</li> <li class="NormalDS">Participate in daily / weekly service briefings conducted by the Management.</li> </ul> <ul style="margin-bottom:4.0px"> <li class="NormalDS">Project a professional business image at all times through high standards of housekeeping and personal grooming.</li> </ul> &nbsp; </td> <td style="border-bottom:1.0px solid black;border-left:none;border-right:none;border-top:none;width:1.0px"> &nbsp; </td> </tr> <tr> <td colspan="2" style="border-bottom:none;border-left:1.0px solid black;border-right:1.0px solid black;border-top:none;padding:0.0cm 7.0px 0.0cm 7.0px;width:636.0px" valign="top"> <ol start="4" style="margin-bottom:4.0px"> <li class="NormalDS">Risk, &amp; Regulatory Management</li> </ol> <ul style="margin-bottom:4.0px"> <li class="NormalDS">Manage portfolio risk exposure for own portfolio of client’s risk exposure by checking and audit; ensure zero mis-selling to HNW clients.</li> <li class="NormalDS">Ensure that there are no discrepancies, exceptions and non-compliance when booking sales (e.g. Unit Trust, Currency and Treasury products). </li> <li class="NormalDS">Ensure strict and full compliance on Alliance Bank’s policies and procedures, Sales Compliance, KYC, AMLA guidelines, 3rd party confidentiality, including credit control procedures, audit compliance and all regulations/notices/guidelines issued by Bank Negara Malaysia, Securities Commission of Malaysia and Bursa Malaysia.</li> <li class="NormalDS">Ability to write client papers for purpose of credit review to facilitate portfolio financing</li> </ul> &nbsp; NOTE: Job Descriptions are subject to change at the discretion of the Management </td> </tr> </tbody> </table>

This job is for an Assistant Vice President, Portfolio Advisor. You might like this job because it involves building strong relationships with wealthy clients to create personalized financial plans and investment strategies, ensuring their goals are met.

 Responsible to establish and develop relationships with High Net Worth (HNW) clients, by providing a high level of bespoke service and solutions (customize and tailor made solutions) to meet their long-term financial goals, investment risk tolerance and personal needs.   Responsible to build the HNW client base, service and support the clients, to ensure smooth running of the entire end-to-end business activities of Private Wealth team:  

-Manage clients’ experiences and expectations i.e....

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Company Profile

Alliance Bank Malaysia Berhad