About the Role:
This is a critical, client-facing role responsible for acquiring, managing, and deepening relationships with high-net-worth (HNW) and affluent clients. The core objective is to deliver sophisticated, holistic wealth advisory services, with a strong focus on selling specialized investment products, while adhering to all regulatory and compliance standards.
What you will do:
- Single touch point to serve the high net-worth individuals to fulfill their financial & banking needs via financial planning & customized wealth solutions.
- Ensure achievement of targets assigned.
- Work with the Branch Manager to ensure sales activities are in line with business direction.
- Grow the AUM, fee income, profitability & customer base through active acquisition & prospecting of NTB high net worth individuals in the target market group.
- Source for new business/customers.
- Build rapport/enhance relationship with customers.
- Retain existing customers; grow their wallet share with the bank through cross-selling.
- Ensure consistent delivery of high-quality services to customers through meeting or exceeding customer expectation guided by the service level agreement, efficient / accurate standards and good business processes/ judgments.
- Ensure strict compliant to the Bank's standard policy and procedures, internal control and compliance, regulatory requirements and AMLA/CFT.
- Ensure all customer complaints and feedback being resolved within TAT.
Skills and experience you possess:
- Bachelor's Degree or equivalent in any relevant field.
- Possess a minimum of 3 years of proven experience in a Relationship Management or sales role within the Banking/Financial Services sector in Malaysia, with a successful track record in selling wealth products.
- Possess valid and relevant professional licenses/certifications required by Malaysian regulators (e.g., UT, FIMM, IPPC/PCE, TBE, or equivalent for wealth and investment products).
- Vast knowledge in latest compliance, regulatory requirements and AMLA/CFT
- Strong MS Excel skills
- Able to work in tight deadlines and stressful situation
- Ability to multi-task
- Good command of English
