Investment Advisor

An attractive Investment Advisor job has just become available at a prestigious financial institution in Kuala Lumpur.

About the Investment Advisor Role:
Reporting to the Head of Department, you will be responsible for advisory support, business and strategy performance.

Key Responsibilities:

• Working as part of the country advisory council to provide a monthly “actionable investment map” to frontliners
• Providing daily market and product updates to salesforce
• Conducting frequent in-branch investment seminars for customers
• Co-managing selected customers together with the front-liners to provide regular market update and portfolio management
• Working with product managers to increase front-line cross-sell penetration via constant on-job coaching and bi-weekly workshops
• Strategising with product managers for product launches which includes training, sales script, objection handling and customer event
• Increasing customer product holding by advocating portfolio diversification and asset allocation
• Building bank wealth management brand name and increasing net-promoter-score (NPS) via campaign series and frontline engagement

To succeed in this Investment Advisor role, you will need to have the ability to work effectively and co-operatively within the wealth management team and its segments.

Key Requirements:

• Strong leadership qualities with excellent interpersonal skills and multinational awareness and sensitivity
• Effective verbal and written communication skills, able to deal effectively with people at all levels (internal and external) and in difficult and complex situations
• Knowledge and understanding of products and services in strategic asset allocation
• In-depth understanding of key business drivers in dedicated geographical markets with a sound understanding of legal, political and economic situation/framework
• Focused, driven to lead, highly motivated and a self-starter

This international retail bank needs no introduction and is recognised as the leader in their field of expertise. The culture is demanding but if you are highly motivated and have a can-do attitude the potential rewards are significant. The firm is also very focused on developing and training their people to the highest standards.

If you are driven, determined and want to take the next step in your career, this is the role for you. Great career progression opportunities await the right person in this exciting Investment Advisor role.

Apply today or email me at aliah.alhabshi@robertwalters.com.my to discuss this new opportunity.

*Local candidates are encouraged to apply.
*Only shortlisted candidates 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