I am partnering with a client, one of the leading foreign financial institution in Malaysia who has been in operations for over a decade. You will play crucial role in regerating revenue for the organization besides providing your professional wealth advisory services to Priority clients.
Job Responsibilities:
Acquire and Grow Portfolio high-value assets under management (AUM) of Priority Clients.
Maintaining relationship with current clients and NTB clients.
Provide professional wealth advisory services to clients, including regular updates on market trends and analysis of investment products.
Work with the Business Banking team to identify and cross-sell financial services to Priority clients.
Adhere to all products and sales policies, procedures, and guidelines set by the Bank and relevant authorities, ensuring compliance at all times.
Qualifications:
Degree in relevant field, fresh grads are welcome to apply for junior roles.
Good interpersonal skills.
Sound knowledge in banking practices and financial products.
Licences: FIMM, PCE, CEILLI, Banccassurance or any other relevant licences preferred.
How To Apply
For a quick & confidential discussion, please submit via the application or you can submit your resume to keshveeni@ambition.com.my quoting 'RM'
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JTK Number: JTKSM 995 | Company Registration Number: 201301019088 (1048918-T)
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