AVP/VP, Client Advisor (Kepong)
Core
Build and maintain strong relationships with clients, providing comprehensive financial advice and tailored banking solutions to meet their individual needs and financial goals.
Role type
Senior IC client advisor (wealth management/retail banking)
Builds
Personalized financial plans, strategies, and integrated banking solutions for clients
Domain
Banking and financial services
Deliverable
client delivery
Required skills
Financial planning, wealth management, cross-selling, regulatory compliance, client relationship management, portfolio review, market analysis
Preferred skills
PCE, FIMM, Takaful certifications, multilingual communication
Technologies
Microsoft Office Suite
Responsibilities
Proactively engage with existing and prospective clients to understand their financial objectives, risk appetite, and investment horizons; Provide expert advice on a range of banking products and services, including deposits, loans, investments, insurance, and wealth management solutions; Develop and implement personalized financial plans and strategies for clients; Identify opportunities to cross-sell and up-sell suitable products and services; Conduct regular reviews of client portfolios and provide timely updates on market trends and product performance; Ensure all client interactions and transactions comply with internal policies, regulatory requirements, and ethical standards; Resolve client inquiries and complaints efficiently and professionally; Collaborate with internal teams to deliver integrated solutions to clients; Maintain accurate and up-to-date client records and prepare relevant reports.
Seniority
Mid-level, client-facing IC