- Kuala Lumpur Federal Territory Malaysia
Lokasi Kerja
Penerangan Kerja
Tanggungjawab
Key responsibilities
• Support our clients to meet their financial needs, as they progress through their career and life-stages.
• Build relationships for the long-term and understand clients’ financial needs and aspirations to grow, manage and protect their wealth, with appropriate investment solutions.
• Stay ahead of the market and get regular market updates and investment insights from our Chief Investment Office (CIO) to share with clients.
• Leverage myWealth digital and help clients to create custom portfolios, check performance and asset allocation based on CIO’s advice.
• Provide outstanding client experiences
Role Requirements:
• Minimum of Three (3) years of proven and progressive wealth sales experience in client acquisition, relationship management and retail banking.
• Strong understanding of financial planning fundamentals
• Technical knowledge and expertise in consumer banking products (i.e. Treasury, Equities, Funds, Insurance, etc.).
• Excellent communication, interpersonal and relationship building skills.
• Self-starter and team player who enjoys working in an international environment.
• Local language skills, client networks and experience.
• Must possess the required licenses ie. PCE, CEILI, FIMM, TBE & IPPC
Peringatan Penting
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