Job Description

Key Responsibilities

• Service Private Wealth customers (AUM - RM 1,000,000).
• Promote the Bank's investment & deposit products and services to Private Wealth customers.
• Actively acquire New-to-Private Wealth (NTPW) customers.
• Provide fast and convenient off-site banking services to all clients.
• Run Private Wealth activities to increase membership and deposit sales.
• Deliver sales pitches / presentations.
• Build and maintain relationship with Private Wealth customers.
• Respond to queries and complaints in a timely manner.
• Identify and share new ideas and approaches to increase sales and enhance customer experience.
• Participate in continuous professional development program.
• Ensure compliance with applicable regulatory framework / guidelines and the Group’s policies and procedures.

Key Requirements

• A degree in finance, economics, business administration or a related field.
• At least 5 years of experience managing client portfolios, providing financial advice and working closely with high-net-worth individuals.
• The applicant must have the IPPC.