Investment Advisor, Wealth Management

Job Title: Investment Advisor, Wealth Management
Contract Type: Permanent
Location: Kuala Lumpur, Malaysia
Salary: Negotiable
Reference: 526447_1499408763
Contact Name: Sheong Lam Liew
Contact Email:
Job Published: July 07, 2017 07:26

Job Description

A reputable regional bank with large presence within wealth management in ASIA is hiring for its Malaysian business. With an exciting proposition coupled with strategy to leverage on economic recovery, wealth management segment remains an important fee income contributor to the institution. Be part of this exciting journey ahead!

Key Responsibilities:

  • Work with product managers to increase frontlines cross-sell penetration via constant on-job coaching and bi-weekly workshop.
  • Strategize with product managers for product launch which include training, sales script, objection handling and customer event etc.
  • Increase customer product holding by advocating portfolio diversification and asset allocation.
  • Build the bank's Wealth Management brand name and increase net-promoter-score (NPS) via campaign series and frontline engagement.

Key Requirements:

  • Strong leadership qualities, excellent with interpersonal skills and multinational awareness and sensitivity.
  • Effective oral and written communication skills, able to deal effectively with people at all levels (internal and external) and in difficult and complex situations.
  • Relevant depth of experience in the investment industry.
  • Knowledge and understanding of products and services in strategic Asset Allocation.
  • Good understanding of relevant products and services

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