Client Advisor, Private Wealth, Group Wealth Management

Maybank; Kuala Lumpur; On-site; MYR 100,000 - 150,000; Full time

Job summary

A leading financial institution in Kuala Lumpur seeks a Client Advisor to manage high-net-worth clients. The ideal candidate will have a degree in Finance or Business Administration, at least five years in private banking, and strong interpersonal skills. Responsibilities include client engagement and revenue generation through collaborative efforts within the bank. This role demands creativity and the ability to work under pressure.

Qualifications

• Degree holder, preferably in Finance or Business Administration.
• At least five years of experience in the financial industry, preferably in private banking.
• Strong knowledge of global economic and financial markets.

Responsibilities

• Touch base with existing HNW clients to grow clientele.
• Acquire new HNW clients to increase client base.
• Collaborate with other business units to enhance client engagements.

Skills

Interpersonal skills

Analytical thinking

Communication skills

Results-oriented

Education

Degree in Finance or Business Administration

Job description

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