Senior Associate, GWBPB - Sales Region 3 - Team JA MY

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

Key Responsibilities

• Managing clients' wealth holistically, and ensuring their financial needs are handled efficiently, professionally and in a timely manner, in line with the CIMB Private Banking service standards.
• Develop and maintain a comprehensive understanding of clients' financial standing, financial goals, and risk tolerance to ensure that investment strategies and advice for the clients are appropriately aligned.
• Understand and communicate to clients, the risk involved with financial and investment strategies.
• Proactively ensure that financial strategies for client portfolios are kept current and reviewed regularly.
• Establish credibility and trust, maintaining the highest standards of personal and professional integrity at all time.
• Set goals and prioritize activities to maximize business growth and client satisfaction.
• Work collaboratively with team members and other functions within the business.
• Comply with CIMB Private Banking Policies & Procedures, Code of Conduct and all regulations/notices/guidelines issued by Bank Negara Malaysia & Securities Commission of Malaysia.

Key Requirements

• Candidates must have at least a minimum of three years of work experience.
• Candidates with work experience with financial institutions (preferably in client relationship and/or client advisory roles) will be given priority.
• All CFA and CFP holders are encouraged to apply.