Financial Advisor Lead
3 days ago
Wealth and Retail Banking (WRB) serves more than 11 million clients in many of the world's fastest-growing markets. Our client continuum spans from Mass Retail to Affluent, including high-net worth clients served by our Private Bank. As an Investment Advisor, you will be responsible for providing comprehensive support to Relationship Managers in delivering tailored wealth solutions to high net worth clients.
Key Responsibilities- Work to achieve business strategy and financial budget in terms of revenue targets and AUM growth.
- Communicate house views on market outlook and actionable ideas and product solutions.
- Ensure daily morning huddles at branches to brief current market direction and investment solutions.
- Manage clients' investments through frequent and consistent portfolio review and advice.
- Provide proper and timely training for frontline staff prior to product/campaign launch.
- Work closely with distribution channels to provide coaching and improve frontline sales competency.
- Ensure all transactions follow all regulations and controls set by the Bank and external regulatory authorities.
- Ensure periodic updates of new regulatory requirements and/or operating procedures to sales force.
- Bachelor Degree in Business Marketing/Finance/Economics & equivalent, CFP/CFA candidates or charter holders are an added advantage.
- Professional Accreditation: FIMM (Federation of Investment Manager Malaysia), IPPC (Investor Protection Professional Certification), PKMC (Pasaran Kewangan Malaysia Certificate).
- Preferred level of Experience: Minimum 5 years' experience and 3 years in Marketing, Sales and Investors Advisory.
- Must be able to travel for conducting business.
- Self-motivated team player who is able to work under pressure and have high attention to detail.
- Good communication and interpersonal skills.
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