Client Advisor, Private Wealth, Region Penang/Kedah/Perlis (PKP)

Responsibilities

To touch base with existing HNW clients in order to grow clientele base, TFA and increase cross sell opportunities

To acquire new HNW clients to increase client base

To uphold the standards of Private Wealth onboth advisory services and business approach in order to generate revenue for the Bank and increase TFA

To work closely with other business units i.e. Client Coverage & Business Banking colleagues in order to increase client engagement and positive client experience

To collaborate with regional counterparts to increase total revenue

To improve service deliverables to clients and increase TFA and clientele base

Continuous self development in order to keep self abreast with market updates, financial news by reading financial magazines, websites, etc.

To always maintain image of professional Client Advisor

Requirements

Degree holder, preferably in Finance or Business Administration

With at least five years of work experience in the financial industry, preferably in priority or private banking

With strong knowledge of global economic, financial markets and political conditions, current affairs and the implication of these on clients portfolios

Preferably with recognized industry qualifications (CFP, FIMM, PCE, CEILI, or Module 6 and 7)

With good interpersonal and communication skills

With a high level of analytical and conceptual thinking

Creative and results-oriented

Able to work well under pressure, independent, and a good team player