Client Advisor

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ResponsibilitiesTo provide quality wealth advisory services and financial product recommendations to HNW Private Clients.
To enhance franchise value by cross-selling appropriate wealth solutions based on an advisory-based approach.
To expand the Private Client Franchise by acquiring new High Net Worth (Private Banking level) customers via contacts, referrals, and marketing initiatives.
ServiceTo provide excellent customer experience to our Private Client customers at all touch points via 3 distinctive service elements: cared for, excellent, and enhanced value.
To build sustainable relationships with Private Client customers by timely follow-ups and anticipating customers' needs.
To proactively engage Private Client customers to achieve continuous customer satisfaction levels.
ComplianceTo adhere to all related policies, regulatory risk, and compliance matters including processes and procedures.
To ensure no operational and control lapses.
To ensure timely submission of both statutory and regulatory reports.
To ensure adherence and compliance with all sales advisory processes and procedures.
QualificationsBachelor's degree in any field from an accredited university/college.
Minimum 8 years' experience in the financial industry with exposure in client relationship/frontline role.
Priority will be given to those with relevant licenses and certification (IPPC, etc.
); module 12 and 19A is an added advantage.
Possess strong understanding of both financial and non-financial markets.
Possesses own transport and is willing to travel.
Preferably multi-lingual.
Schedule: Permanent
Job Type: Full-time
Job Posting: 25-Jul-2024, 8:50:26 AM#J-18808-Ljbffr