全职 Client Advisor 工作, 薪水, Job Expert Johor 公司招聘中 - Ricebowl

Key Responsibilities

• Develop, strengthen, and expand relationships with Premium and Privilege Banking clients.
• Provide personalised financial advisory services to affluent and high-net-worth individuals.
• Recommend suitable wealth management and investment products aligned with clients’ financial objectives.
• Share timely market insights, financial information, and investment recommendations.
• Build long-term client relationships to enhance trust, satisfaction, and loyalty.
• Identify opportunities to grow client portfolios and contribute to business development.
• Ensure all advisory activities, sales processes, and documentation comply with internal policies and applicable regulatory requirements, including the Financial Advisers Act (FAA).
• Follow the bank’s operational procedures and relevant compliance standards.

Job Requirements

• Possess a recognised university degree.
• Strong written and verbal English communication skills.
• Ideally, 3–8 years of experience in banking or financial services, particularly in financial advisory or investment product sales.
• Good knowledge of wealth management, investment products, and financial advisory practices.
• Familiarity with Anti-Money Laundering (AML) and Know Your Customer (KYC) procedures in retail banking is an advantage.
• Highly motivated, energetic, customer-focused, and results-driven.
• Strong relationship management, communication, and interpersonal skills.
• Relevant industry accreditations are required or advantageous, including M1B, M2B, M5, M6, M6A, M8, M8A, M9, M9A, and HI, subject to the role’s requirements.

Work Location: In person