Client Advisor
4 weeks ago
Join StashAway Malaysia, a pioneering fintech company, as a Client Advisor and embark on an exciting journey to redefine wealth management in the digital age. As a Client Advisor, you'll play a pivotal role in delivering tailored solutions and exceptional service to the premium customer segment. Within this role, you will work on both short-term and long-term goals, build customer and prospecting relationships, identify AUM growth opportunities and hit quarterly targets. You will report directly to the Deputy Country Manager to strategise and execute AUM impacting initiatives. As part of our dynamic team, you'll also have the opportunity to work alongside industry leaders and innovators, shaping the future of finance.
**Why Join Us?**
- Exclusive Focus: Serve the discerning needs of our premium clientele, shaping their financial success.
- Business Development Opportunities: Drive strategic initiatives to expand our premium client base and enhance revenue streams.
- Collaborative Culture: Thrive in a culture of collaboration and innovation, alongside industry leaders.
- Professional Advancement: Expand your expertise in cutting-edge fintech practices, unlocking new career opportunities.
- Impactful Contributions: Drive initiatives directly impacting AUM growth, leaving a lasting mark on our success.
**Responsibilities**:
- Strategic Pipeline Development: Cultivate a high-quality pipeline of premium prospects to surpass AUM targets.
- Tailored Client Engagement: Provide bespoke guidance to premium clients, showcasing StashAway's unique value proposition.
- Relationship Enhancement: Foster enduring relationships with premium clients, driving retention and expansion efforts.
- Market Mastery: Share expert insights on financial markets and StashAway products, enhancing client loyalty.
- Educational Leadership: Lead seminars to educate and empower premium clients, elevating their financial acumen.
- Innovative Initiatives: Spearhead internal projects to optimize outreach and engagement strategies for premium clientele.
**Requirements**:
- Client-Facing Expertise: Possess a minimum of 2 years' experience in client-facing roles, preferably from banking or asset/wealth management.
- Client-Centric Approach: Demonstrate a deep understanding of and commitment to serving the unique needs of premium clients.
- Performance Excellence: Exhibit a track record of surpassing AuM or revenue targets within the premium segment.
- Relationship Building: Cultivate authentic, long-term client relationships, rooted in trust and mutual respect.
- Financial Fluency: Showcase a strong grasp of financial markets and products, delivering value-added insights to clients.
- Communication Mastery: Communicate with clarity and conviction, delivering impactful presentations and proposals.
- Problem-Solving Prowess: Exhibit a knack for creative problem-solving, overcoming challenges with ingenuity.
- Language Proficiency: Big plus if fluent in written and spoken Mandarin Chinese.
- Preferably a CMSRL holder (Capital Markets Services Representative's License)
At StashAway, we're committed to redefining wealth management, empowering our premium clients to achieve their financial aspirations with confidence. Join us in elevating the standards of excellence in premium segment wealth management and drive impactful Business Development initiatives to shape our future success.
**Benefits**
**Employee financial and physical well-being**
- Compensation package: You will receive a competitive total compensation package that includes employee stock options if you are a full-time employee.
- Comprehensive insurance coverage: Free panel outpatient GP clinic visits, group hospitalisation and surgical insurance, and Covid hospitalisation insurance coverage (conditions apply). Management fee discount: You will receive an employee discount on your asset management fees when you invest with StashAway.
**Flexible work arrangements and policies**
- Work-from-home policy: You may choose to work from home or the office depending on what works best for you and your team.
- Work-from-anywhere policy: You may request to work remotely for up to eight weeks in another country.
- Unlimited paid annual leave: It should be simple for you to decide if you would like to take more or fewer days off. We trust that you are accountable for your work and know best if you need 10 or 30 days of paid annual leave that year.
- Personal work equipment budget: It’s important that you have a workstation that’s optimal for you wherever you are.
**Learning and development opportunities**
- You will be given an annual Learning and Development budget to help you continuously learn in your pursuit of your professional and personal development. You may use the budget for resources and tools that may help you perform better at work.
- Discount on selected postgraduate courses with INTI: You will receive a 40% discount for the courses you enroll in. Your spouse or children are e
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