The Private Banking Client Advisor is responsible for the acquisition, development and servicing of long-term relationships with high net worth clients. They also need to work collaboratively with internal specialists to provide risk weighted investment & wealth solutions to meet client’s needs.
• Generates target market prospects through a number of innovative and sustainable channels
• Converts target market prospects into clients
• Cross-sell products & services to existing clients
• Acquires net new AUM
• Generates revenue
• Seeks referrals from existing clients
• Develops and maintains good relationships with clients
• Achieves risk weighted returns on clients portfolio
• Effectively interacts with network and available internal resources to provide solutions which meet client needs
• Continuously develops own product knowledge through working closely with investment advisory team
• Delivers, monitors and reviews solutions to clients based on clients investment profile
• Complies with regulations, policies and guidelines
• Highlights, mitigates and protects the bank against credit, legal, reputation and other risks
• Minimize errors in transaction execution and service delivery
• Review and respond to AML transaction monitoring queries on transactions highlighted
• Conduct periodic reviews of clients accounts
• Attend mandatory compliance and other training
• Raise STR to team leader and compliance for suspicious transaction.
POSITION REQUIREMENTS:-
• Delivering results and meeting customer’s needs
• Entrepreneurial and commercial thinking
• Persuasiveness & ability to influence
• Adapting and responding to change
• Degree from a reputed university
• Minimum 5 years marketing experience with High Net Worth clients
• Excellent knowledge and hands-on experience in private banking business, including customer segments and products.
• Appropriate qualifications to advise/sell investment and other products.
• Excellent communication and negotiation skills with the ability to influence outcomes
Kuala Lumpur, Malaysia
Please send resume in word format to:-
dermot.ohara@consultgroup.net
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