Job Description

• Acquire and nurture relationships with a group of high-net-worth customers with the objective of strengthening customer relationship and generating revenue
• Manage and grow a portfolio of clients with Assets Under Management (AUM) above RM1 million.
• 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