Senior Client Advisor
2 days ago
The Senior Client Advisor plays a vital role in building and maintaining long-term relationships with Premier customers, who have more than RM 1.5 million TRB. This involves conducting quarterly reviews, analyzing their financial needs and level of satisfaction, and providing tailored solutions to meet their requirements. The ideal candidate will have excellent communication skills, a keen understanding of market trends, and the ability to adapt to changing client needs.
Key Responsibilities
- To implement and manage account-planning activity (portfolio management) to meet specified targets according to the Sales Plan.
- Contribute towards branch and PFS business profitability.
- Ensure quarterly reviews are conducted on Premier customers with more than RM 1.5 million TRB, analyzing their financial needs and level of satisfaction.
- Retain and grow these customers by continuously understanding their financial needs.
- Analyze market trends with Line Managers to develop sales plans and strategies.
- Plan daily/weekly/monthly sales activities based on the sales plan and strategy.
- Analyze/review customers' portfolios every quarter to seek opportunities offering solutions through Wealth Management products.
- Effectively manage action plans for growing new relationships, retaining, and deepening existing customer portfolios.
- Maintain accurate customer information and sales activities in Bank systems.
- Comply with audit recommendations related to acquiring Premier Customers.
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Senior Financial Advisor
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Financial Advisor
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Client Solutions Professional
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Cyber Security Solutions Specialist
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Senior Leadership Advisor
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Senior Financial Planning Consultant
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Senior Financial Strategist
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Enterprise Sales Executive
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Business Development Strategist
4 days ago
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Senior Environmental Consultant
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Business Administrator and Advisor
5 days ago
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Senior Business Development Manager
5 days ago
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