Client Services Manager (CSM), Private Wealth Malaysia

Responsibilities

A client facing role to provide sales support to Private Wealth Client Advisors, and as a backup to unavailable CAs (leave, training, illness, in client meetings).

To confirm trade execution with clients and to either input trades into Avaloq system directly, or to route to CSU for trade input.

Facilitate maturity monitoring for Bonds/Sukuk and Fixed Deposits.

Assist with the onboarding process of clients, e.g. documentation compilation, along with preparation of periodic reviews, suitability assessments and other periodic documents.

Attend to all incoming calls from clients for transactions relating to their accounts.

Requirements

3-5 years of working experience

Familiarity with Wealth Management

Experience in serving High Net-Worth and Ultra High Net-Worth clients would be an added advantage

Licensing Requirements:

FIMM Unit Trusts, ASNB (Pre-requisite)

IPPC Retail Bonds/Sukuks, Structured Products and FX (To be obtained within 6 months into role)

SC Modules 6 & 7 Equities (To be obtained within 12 months into role)

PCE-Gen, PCE-Life, CEILLI, TBE- Gen, TBE-Life (To be obtained within 6 months into role)