Private Banking Associate: Wealth Advisory & Growth

CIMB; Malaysia; On-site; MYR 50,000 - 70,000; Full time

Job summary

A financial services company in Malaysia is seeking a financial advisor to manage clients' wealth and provide tailored financial strategies. The ideal candidate will have at least three years of relevant experience, particularly in client relationship management. Candidates with CFA or CFP certifications are encouraged to apply. Strong communication skills and integrity are essential for success in this role.

Qualifications

• Minimum of three years of work experience in a related role.
• Experience in financial institutions, especially in client relationships and advisory.
• CFA and CFP certification preferred.

Responsibilities

• Manage clients' wealth holistically regarding financial needs.
• Develop understanding of clients' financial standing and goals.
• Ensure financial strategies for client portfolios are current.
• Work collaboratively with team members.

Skills

Client relationship management

Financial advisory

Investment strategies communication

Risk assessment

Job description

A financial services company in Malaysia is seeking a financial advisor to manage clients' wealth and provide tailored financial strategies. The ideal candidate will have at least three years of relevant experience, particularly in client relationship management. Candidates with CFA or CFP certifications are encouraged to apply. Strong communication skills and integrity are essential for success in this role.