Sepenuh Masa Client Advisor (Relationship Manager) Jobs, in Rockstead Capital - Maukerja

JOB DESCRIPTION:

The Client Advisor is responsible for managing and growing client relationships by providing tailored financial solutions. The role involves acquiring and maintaining a portfolio of clients, identifying business opportunities, and delivering exceptional service. The ideal candidate will have strong financial acumen, excellent communication skills, and a proactive approach to business development. This role reports to the Head of EAM.

RESPONSIBLITIES:

• Drive profitable growth by acquiring, developing and servicing long-term relationships with clients
• Accountable for the performance of individual's own client book
• Generate healthy pipeline of target market prospects and convert them into clients
• Deliver, monitor and review solutions to clients based on client investment profile
• Collaborate with support functions, business partners, and product specialists to provide effective client solutions
• Understand the risk and control environment within area of responsibility and drive rectification as required
• Handle customer issues, complaints, and product enquiries on timely basis in accordance with established procedures
• Meet revenue targets and other quantitative targets like yield, AUMs, account growth and fee income ratio
• Provide investment advice to clients & fully responsible for clients under management
• Maintain regular contact with clients including sales, visits, offer services and products and understand the client's background and source of wealth
• Ensure compliance with company’s and regulatory requirements
• Ensure audit trail and maintain records for all client communication & comply with documentation requirements

KEY COMPETENCIES:

• University graduate, ideally in Bachelors in Business/Finance
• Circa 10 years of work experience as Client Advisor/Relationship Manager in Financial Services industry (Private Banking, Premier Banking etc.).
• Proven sales track record of direct selling experience in private banking business
• Sound product knowledge relating to investment products
• Good understanding of compliance and regulatory requirements
• Excellent interpersonal and communication skills
• Ability to listen and understand client's requirements
• Team player and ability to work together to acquire clients