Job Description

Financial

• To provide quality wealth advisory services and financial product recommendations to HNW Private Clients.
• To enhance franchise value by cross-selling appropriate wealth solutions based on 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 touch points via 3 distinctive service elements ie cared for, excellent and enhanced value.
• To build 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 adhere 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.
• To ensure adherence and compliance to all sales advisory, processes and procedures.

Qualifications

• Bachelor’s degree, in any field, from an accredited university / colleges
• Minimum 8 years’ experience in financial industry with exposure in client relationship/ frontline role
• Priority will be given to those with relevant licenses and certification (IPPC, etc.); for those with module 12 and 19A is an added advantage
• Possess strong understanding of both financial and non-financial markets, as well as excellent
• Possesses own transport and willing to travel
• Preferably multi-lingual