Salary MYR10,000 - MYR15,000 per month
Consultant Bella Soraya
Date posted 06 August 2018 2018-08-062018-10-05 banking Menara 3 Petronas Persiaran KLCC Kuala Lumpur 50088 Robert Walters Malaysia
An attractive Investment Consultant job has just become available at one of the most renowned leading bank in Malaysia. You will be proactively building close relationship with new and existing customers to increase wallet share of clients and maximize business opportunity all across the region.
About the Investment Consultant Role:
Reporting to the Head of Department, you will be responsible for advisory support, business and strategy performance.
• Implement and drive investment “Business Strategies” at region, focusing on Premier Wealth Clients to achieve pre-set targets for investment fee based income, asset under management (AUM), cross sell ratio and increase number of new investment client.
• Joint sales call with RM’s and provide investment advisory support i:e. asset allocation and portfolio rebalance to clients based on client’s needs and risk profile.
• Be the point of reference for RM’s on investment products, fund performance, campaigns and enforcer for sale process and governance.
• Execute action plans to address any gaps and undertake corrective measures to achieve Region’s Investment target.
• Work closely with PWC Mangers for joint-assessment of RM’s competencies and skill. Implement training programs and coaching new and existing RM’s.
To succeed in this role, you will need to have solid wealth management product knowledge and able to interact with people at all levels.
• Possess at least a Bachelor’s Degree, Professional Degree or Master’s Degree in Business Studies/Administration/Management/Economic, Finance/Accountancy/ Banking or equivalent.
• CFP qualifies will be an added advantage.
• Minimum five years’ experience in banking with solid knowledge in sales and marketing of investment related products e.g. Unit Trust, Structured Deposit, Dual Currency Linked Investment, Equity Linked Investment & Retail Investment Bonds.
• Experience in managing and supporting the distribution channels will be an advantage.
This international company is much more than financial services and is anything but traditional. They have the people and ethos to act with speed, innovation, enterprise and creativity. The scope of offer, the size of business, the freedom and autonomy to drive your career forward all adds up to a great place to work.
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 Investment Consultant job.
Apply now or drop me an email at Bella.email@example.com
Agensi Pekerjaan Robert Walters Sdn Bhd
(formerly known as Robert Walters Sdn Bhd)
Business Registration Number : 729828-T
Licence Number : JTK2125
Agensi Pekerjaan Robert Walters Sdn Bhd (formerly known as Robert Walters Sdn Bhd) Business Registration Number : 729828-T Licence Number : JTK2125