Manager, Private Wealth Management

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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.