Job Description

• Responsible to acquire and grow portfolio AUM of Priority clients, working with the broader branch and wealth specialist teams to ensure achievement of business KPIs.
• Drive activation of new Affluent/potential Affluent clients through new acquisitions, upgrading existing clients, and acting upon New to Bank (NTB) referrals from existing clients.
• To foster and deepen client relationship by providing professional wealth advisory, through regular market information updates and trend analysis on investment instruments to help them make better investment decisions
• To collaborate with the Business Banking (BB) team to plan, target and cross-sell integrated SME financial services to Priority clients who are self-employed professionals and businessmen.
• Embrace digital and technology in banking solutions with the objective of promoting highly efficient, fast, and accurate services to our customers.
• Ensure compliance with products and sales policies, procedures and guidelines set by the Bank and the relevant authorities are adhered and complied to at all times.

• The opportunity and investment in you ,to grow a job you love into a rewarding career with purpose.
• Innovative learning solutions and opportunities to help you flex and build skills and confidence that will stay with you for life.
• Cross-border experiences and exposure to different markets and cultures across a unique geographical footprint that bridges Asia, Africa and the Middle East to each other and the world

• Bachelor\'s degree, in any field, from an accredited university / colleges.
• Experience in promoting Retail Banking and Wealth Management in a dedicated client relationship role
• Priority is given to those with licenses and related accredited certifications (PCE, CEILI, CUTE, IPPC, FIMM).
• Possess good interpersonal and communication skills; able to deliver high quality customer service.

gradmalaysia