Client Advisor, Private Wealth Malaysia

Maybank; Kuala Lumpur; Presencial; MYR 120.000 - 240.000; Tempo integral

Resumo da vaga

Maybank in Kuala Lumpur invites a Senior Private Wealth Client Advisor to expand the High Net-Worth client base and deliver tailored investment solutions. You will nurture relationships, provide advisory services, and partner with cross-functional teams to optimize revenue and client experiences.

The role requires strong market knowledge, five years in financial services, and professional credentials. You will represent Maybank with a high standard of professionalism and stay ahead of market

Qualificações

• 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 knowledge of global economy, markets and political conditions affecting portfolios.
• Industry qualifications (CFP, FIMM, PCE, CEILI, or Module 6/7) preferred.

Responsabilidades

• Touch base with existing HNW clients to grow clientele and cross-sell opportunities.
• Acquire new HNW clients to increase client base.
• Uphold Private Wealth standards in advisory services and business approach to generate revenue.
• Collaborate with Client Coverage & Business Banking to boost client engagement and experiences.
• Work with regional counterparts to increase total revenue.
• Improve service deliverables to clients and grow TFA and client base.
• Commit to continuous self-development with market updates and financial news.
• Maintain a professional image as a Client Advisor.

Conhecimentos

Interpersonal skills

Communication skills

Analytical thinking

Independent

Team player

Pressure handling

Creativity

Formação

Bachelor's degree in Finance or Business Administration

Descrição da vaga

• To touch base with existing HNW clients 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 to generate revenue for the Bank and increase TFA
• To work closely with other business units i.e., Client Coverage & Business Banking colleagues 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 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