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Senior Client Advisor

2 weeks ago

Kuala Lumpur, Kuala Lumpur, Malaysia Standard Chartered Life and Careers Full time
Join Our Team

As a Senior Client Advisor with Standard Chartered Life and Careers, you will be responsible for managing and developing relationships with high-profile clients to drive business growth and meet the bank's strategic objectives.

Key Responsibilities
  1. Managing a portfolio of high-net-worth clients, providing comprehensive financial solutions to meet their diverse needs.
  2. Cross-selling wealth management products and services to clients, leveraging your strong understanding of financial planning fundamentals.
  3. Developing and executing strategies to grow client relationships, while maintaining operational risk and regulatory requirements.
  4. Working collaboratively with colleagues to achieve business performance measures and contribute to the overall success of the team.
Requirements
  • A minimum of five years of progressive wealth sales experience or equivalent, with a proven track record in sales and customer service.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients.
  • Strong understanding of financial planning fundamentals and the ability to provide comprehensive solutions to clients.
  • Proven ability to work in a fast-paced environment, meeting business performance measures and contributing to the overall success of the team.