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Client Advisor - Central Region

Hiredly X

RECRUITMENT firm

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This job is all about building strong relationships with wealthy clients to help them manage their money better. You might like this job because you get to advise clients on investments and uncover new business opportunities to grow your success!

RM 5000 - RM 7500

Jalan Ampang / Bangsar / Sri Petaling / Bandar Bukit Tinngi / Klang, Kuala Lumpur

Job Description

  • Acquire and nurture relationships with a group of high-net-worth customers to strengthen customer relationships and generate revenue.
  • Manage key relationships with existing and potential customers and provide sound advice in the effective management of their finances in view of portfolio expansion.
  • Analyse and match customers’ financial requirements with the bank's product offerings to best suit their personal investment needs to grow mutually beneficial banking investment opportunities.
  • Proactively cross-sell other banking products and services.
  • Deliver on strong wealth revenue performance results, client growth, product penetration and position client experience.
  • Proactively identify business opportunities to drive performance in line with overall business strategy.

Job Requirements

  • Fully licensed (IPPC, FIMM, PCE, CEILI, TBE).
  • Experience in the Financial Services industry, servicing high-net-worth clientele.
  • A high degree of integrity and professionalism, and strong customer relationship management skill.
  • Strong communication and interpersonal skills.
  • Dynamic, result driven and self-motivated.

Skills

Wealth Management
Financial Planning
Investment Banking
Investment Management
Commercial Banking
Relationship Management
Private Banking
Asset Allocation
Compliance Assurance
Customer Acquisition Management

Additional Info

Company Activity

Last active - few minutes ago

Career Level

Senior Executive

Job Specialisation


Company Profile

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Hiredly X

Hiredly X, the headhunting team of Hiredly, makes headhunting accessible and affordable for every employer, no matter the size or industry. We help employers screen and source the best candidates through exclusive access to our job portal database.Assisted with AI, we make the headhunting process fast and accurate, allowing us to be competitive with our fees.
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