- Location
- Mid Valley Branch, Malaysia
- Type
- Full-time
- Department
- Finance
- Seniority
- Senior
- Experience
- 5+ years
- Education
- Bachelor
- Source
- Workday
Description
- Proactively acquire, develop, and retain a portfolio of affluent and high-net-worth individual clients, focusing on building long-term relationships.
- Conduct in-depth financial needs analysis for clients, understanding their financial goals, risk appetite, and investment objectives.
- Develop and present comprehensive financial plans and solutions, encompassing a wide range of Premier Banking products and services (e.g., investments, wealth management, insurance, loans, deposits).
- Monitor market trends, economic conditions, and product developments to provide timely and relevant advice to clients.
- Collaborate with internal specialists (e.g., investment advisors, product managers, credit officers) to deliver integrated solutions.
- Ensure compliance with all internal policies, procedures, and relevant regulatory requirements.
- Achieve individual and team sales targets and key performance indicators (KPIs).
- Provide exceptional client service, addressing inquiries, resolving issues, and ensuring a positive banking experience.
- Participate in client events, seminars, and networking activities to expand client base and enhance brand visibility.
Job Requirements:
- Bachelor's degree in Banking, Finance, Business Administration, Economics, or a related field.
- Minimum of 5-7 years of experience in relationship management within the Premier Banking, Private Banking, or wealth management sector, preferably with a strong focus on high-net-worth clients.
- Proven track record of consistently meeting and exceeding sales targets and building strong client relationships.
- Strong understanding of a wide range of financial products and services, including investment instruments, wealth management solutions, and credit facilities.
- Excellent communication, interpersonal, and presentation skills, with the ability to articulate complex financial concepts clearly.
- Demonstrated ability to build rapport, influence, and negotiate effectively with affluent clients.
- Self-motivated, results-oriented, and able to work independently as well as part of a team.
- Relevant industry certifications (e.g., FIMM, PCE, CMFAS) are highly advantageous.
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
Skills
ExcelCompliance
