Wealth Advisor

A new Wealth Advisor job has become available at a local investment bank.

About the Wealth Advisor Role:
Reporting to the Heald of Wealth Research and Advisory, this role ensures RMs understand the impacts of economic development and the bank's house views, political changes and central banks policies development on financial markets and communicating to the clients/investors efficiently.

Key Responsibilities:

• Proposing investment products ideas and providing coaching to RMs to ensure RMs understand all the investment products being offered in term of risks and rewards and also the suitabilities to investors with different risk profiles, hence, enhancing RM product penetration and minimising mis-selling occurrences
• Assisting investment product team in cascading down new investment products/campaigns to the sales distribution teams
• Providing periodic review or joint-sale call discussing on clients’ investment portfolios upon request and providing investment solution and recommended actions to enhance clients /investors investment experience with the bank, hence, improving investment AUM and FBI
• Providing coaching to RMs on adoption of Regional Wealth System (MyWealth) to enhance experience of clients/investors and improve efficiencies of RMs from new client onboarding, portfolio/investment product proposals, obtaining new or existing investment product updates and portfolio rebalancing

In order to succeed in this role, you are required to have at least three years within the same role of Wealth Advisor.

Key Requirements:

• University degree (preferably in finance-related studies, including accounting, economics, business, etc.)
• Experience with working with other financial services providers
• Licenses from:
• Federation of Investment Manager Malaysia (FIMM)
• Private Retirement Scheme (PRS)
• Investor protection Professional Certification
• SIDC modules 6, 7, 9, 10, 12 and 19A
• CFP/CFA candidates or charter holders is an advantage

This bank is a Malaysian universal bank headquartered in Kuala Lumpur and operating in high growth economies in ASEAN. They have a wide retail branch network with 1,080 branches across the region.

If you are driven and motivated to take the next step in your career, this Wealth Advisor role is right for you.

For more information please contact me via kimyie.lee@robertwalters.com.my. Only shortlisted applicants will be contacted.

Do note that we will only be in touch if your application is shortlisted.

Agensi Pekerjaan Robert Walters Sdn Bhd
Business Registration Number : 729828-T
Licence Number : JTKSM 423C