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Job Purpose
Develop and maintain client relationships within the high net worth (HNW) segment to achieve the business strategies by the Bank.
Accountabilities
- Deliver comprehensive Wealth Management advice to High-Net-Worth Individuals clients.
- Cultivate and sustain relationships with High-Net-Worth Individuals clients to fortify customer connections and achieve targeted revenue.
- Continuously foster relationships within a client portfolio.
- Provide a comprehensive array of Tri-Banking services, encompassing Retail Banking, Enterprise Banking, and Investment Banking, to cater to the needs of High-Net-Worth Individual clients.
- Serve as a Personal Wealth Manager, formulating a comprehensive asset strategy aligning personal and business assets.
- Optimize client assets and revenue derived from Asset Under Management (AUM).
- Execute any additional job functions and responsibilities as assigned by the Management.
Job Requirements
- Degree in any discipline or equivalent.
- Minimum 2 years experience in related field.
- Possess licenses in IPPC, FIMM, CEILLI, PCEIA Life & General & TBE.
- Strong written and verbal communication skills in Bahasa Malaysia & English.
- Able to converse in different languages will be an advantage.
- Good marketing and sales management skills.
- Self-motivated and a good team player.
- Assertive and able to communicate effectively across all levels.
- Possess good problem-solving skills and customer focused disposition.
- Team player, good interpersonal skill, committed and trustworthy.
