Client Advisor, Privilege Banking (Selangor)
Core
Acquire and nurture relationships with high net worth customers to strengthen relationships and generate revenue by providing sound financial advice and matching investment needs.
Role type
Senior IC client advisor (privilege banking)
Builds
Wealth management products and services for high net worth individuals
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
high net worth client servicing, financial portfolio management, product cross-selling, revenue generation, business strategy alignment
Preferred skills
integrity, professionalism, strong communication, interpersonal skills, dynamic, result-driven, self-motivated
Responsibilities
Manage key relationships with existing and potential customers, analyze and match customers' financial requirements with bank products, proactively cross-sell banking products and services, deliver wealth revenue performance results and client growth, identify business opportunities to drive performance