bankislam
Telephone No.
.
Working Hour
Regular hours, Mondays - Fridays
Min. Working Experience
3 year(s)
Job Category
Banking/Financial Services
Location
Kuala Lumpur, Kuala Lumpur, MALAYSIA
Salary
-
Telephone No.
.
Working Hour
Regular hours, Mondays - Fridays
Salary
-
Job Category
Banking/Financial Services
Location
Kuala Lumpur, Kuala Lumpur, MALAYSIA
Min. Working Experience
3 year(s)
Description

Responsibilities and Duties:

  • Responsible for acquiring and deepening the investor base of the platform.
  • Develop and manage relations with high net worth investors.
  • Acquire a larger wallet share from existing as well as new investors.
  • Support engagement with Tech, Marketing and Risk teams to improve investment experience on the platform.
  • Provide support in structuring investment products to meet market demand.
  • Maintain high quality of professional integrity always.

 

Financial:

  • To provide quality wealth advisory services and financial product recommendations to High Net Worth Private Clients.
  • To enhance franchise value by cross-selling appropriate Wealth solutions based on an advisory based approach.
  • To expand the Private Client Franchise by acquiring new High Net Worth (Private Banking level) customers via contacts, referrals and marketing initiatives.

 

Service:

  • To provide excellent customer experience to our Private Client customers at all touchpoints via 3 distinctive service elements i.e. cared for, excellent and enhanced value.
  • To build a sustainable relationship with Private Client customers by timely follow-ups and anticipate customers' needs.
  • To proactively engage Private Client customers to achieve continuous customer satisfaction level.

 

Compliance

  • To ensure adherence to sales advisory to all related policies, regulatory risk and compliance matters including processes and procedures.
  • To ensure no operational and control lapses.
  • To ensure timely submission of both statutory and regulatory reports,
  • Ensure adherence and compliance to all internal policies/guidelines and external regulatory requirements.
  • Other duties/assignment as and when directed/assigned by the superior as per business requirement from time to time.

 

Positions availability:

  • We have around 20 vacancies for this role.
Requirements
  • 3 - 5 year of relevant experience in investments and/or relationship management.
  • Bachelor's degree, in any field, from an accredited university college
  • Priority will be given to those with relevant licenses and certification such as Investor Protection Professional Certification (IPPC) or etc; for those with module 6 and 7 is an added advantage
  • Possess a strong understanding of both financial and non-financial markets
  • Having own transport and willing to travel
  • Preferably multi-lingual (Malay & English are required. Other languages such as Mandarin and others would be an added advantage)
Benefits
  • Eligible for attractive incentive and monthly phone allowance

  • Entitled to Takaful coverage, medical benefits and annual leave

  • EPF & SOCSO

Key Skills

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