Client Advisor - Southern Region
Hiredly X
RECRUITMENT firm
AI-generated summary
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This job is all about building strong relationships with wealthy clients and helping them manage their investments. You might like this job because you enjoy finance, love connecting with people, and thrive on making a difference in their financial success!
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
Customer Acquisition Management
Compliance Assurance
Asset Allocation
Private Banking
Relationship Management
Investment Management
Commercial Banking
Wealth Management
Financial Planning
Investment Banking
Additional Info
Company Activity
Last active - few minutes ago
Experience Level
4 - 7 Years of Experience
Career Level
Head of Department
Job Specialisation
Company Profile
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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