Investment Relationship Executive

Company Description

CP Global Wealth Advisers Sdn Bhd (“CPWA") is the private wealth advisory division of CP Group. The group consists of highly skilled and experienced fund managers, including investments, portfolio allocation and asset distribution. Our primary focus is on serving high-net-worth individuals and entities, offering them a consolidated wealth management solution that encompasses a comprehensive range of services, leveraging cutting-edge Fintech innovation and delivering secure and holistic wealth management services to help our clients in achieving their financial objectives.

We are seeking a highly qualified candidate who possesses the following qualities:

• Skilled in expanding the client base through effective networking, proactive business development activities, and building trust-based relationships.
• Attend and resolve problems, complaints, inquiries, and provide timely client support to customers.
• Able to conduct presentation and customer service in Mandarin and English.
• Committed to staying up-to-date with investment market trends and dedicated to continuous learning.
• Demonstrates patience, attentiveness and excellent problem-solving skills in handling client issues, addressing complaints, answering product inquiries, and providing timely support to ensure client satisfaction.
• Demonstrates confidence, professionalism, and a strong commitment to prioritizing clients' interests while striving for success.
• Manage in-house marketing, corporate activities, and event preparation, if required.

Requirements:

• Experienced in Wealth Management, Banking, Investments or related industry are preferred. Fresh Graduates are welcomed to apply too!
• Self-motivated, positive, and resourceful
• Excellent planning and organizational skills, as well as a strong desire to learn and grow.
• Outstanding communication and interpersonal skills.
• Strong interest in investment, global economy and capital market.
• Customer-centric mindset and proactive approach to meeting customer needs.
• Possession of professional certifications such as SIDC Module 6, 7, 12, 19A would be advantageous.
• Ability to work both independently and as part of a team.

All applications will be treated in strict confidence. We regret that only shortlisted applicants will be notified.

• Note: Job responsibilities / requirements are representative and are not intended to be a detailed list. Other tasks/abilities may be required of the incumbent, relative to the specific assignment.