This vacancy is within Kenanga Investors Berhad, a fully owned subsidiary of Kenanga Investment Bank Berhad situated at our Damansara Branch
Job Purpose This role is an administrative support position specifically designed to assist Private Wealth Managers. As a Service Relationship Manager, you will work closely with the Private Wealth Managers, providing essential support across several key functions which includes documentation, transaction and sales report
Job Responsibilities Documentation and Reports Management Assist in proper maintenance of tracking tools for Private Wealth Manager's sales submissionIntensive and meticulous checking and follow up for rectificationCustomer Service and The Office Image Assist Private Wealth Managers in handling all customer related issues and doing call back for verification of transactions or feedbackTo project the image of Private Wealth with appropriate grooming and attire and maintaining optimum service standards Optimum customer service at all times in handling customers'The office is in well kept condition at all times
Event ManagementAssist Regional Head/Private Wealth Managers to organize and coordinate customer eventsOrganising and coordinating customer events for customer relationship engagement, acquisition of new clients.Assisting to ensure compliance to policies, procedures and guidelines set by the Group Risk and RegulatorsMeticulous checking and follow up to ensure all documentation and process flows are in good order.Regulatory/Statutory and Policies & Procedures Compliance Self-DevelopmentAttend the relevant training to enhance the skills and product knowledge for self-development and career development. Qualifications: Diploma / Degree holder in any relevant fieldObtained FIMM (desirable) Have the ability to adapt to diverse office workflows and procedures and work stress level to meet tight deadlinesPossess prior experience in Wealth Management and/or Premier Banking environmentWe are seeking candidates proficient in Mandarin to effectively communicate with Mandarin-speaking clients