Position Title: Private Client, Private Banking (Manager/Senior Manager)
Locations:
√ Penang- Menara Liang Court
√ Kota Kinabalu – Wisma Fook Loi
√ Johor Bahru - Metropolis
About the role: -
The role incumbent is expected to undertake and achieve the following goals..
- To originate and expand clientele of the target market ("High Net-worth Individual")
- To manage and foster growth in existing client relationships with the objective to grow the portfolios, whilst, identifying business & products opportunities aligned to client's needs.
- To maintain constant sensitivity & understanding on global capital market development, and ability to comprehend and the correlations with various market products.
- To adhere to applicable laws and regulations.
Requirements: -
- Degree or master’s degree of all majors
- Capital Market Services Representative License (CMSRL) Dealing in Securities
- Federation of Investment Managers Malaysia (FIMM)
- At least 7 years’ experience in servicing High Net worth clients with proven track record.
- Ability to comprehend and relate the current market development with various products.
- Aware of current industry compliance and requirements
- Ability to work independently and self-motivated
- Excellent communication skills.
Technical Competencies: -
√Understanding of Capital Markets
√Product Knowledge
√Financial & Business Understanding
√Advisory Sales / Business Development
√Client Service Orientation
Position Title: Private Client, Private Banking (Manager/Senior Manager)
Locations:
√ Penang- Menara Liang Court
√ Kota Kinabalu – Wisma Fook Loi
√ Johor Bahru - Metropolis
About the role: -
The role incumbent is expected to undertake and achieve the following goals..
- To originate and expand clientele of the target market ("High Net-worth Individual")
- To manage and foster growth in existing client relationships with the objective to grow the portfolios, whilst, identifying business & products opportunities aligned to client's needs.
- To maintain constant sensitivity & understanding on global capital market development, and ability to comprehend and the correlations with various market products.
- To adhere to applicable laws and regulations.
Requirements: -
- Degree or master’s degree of all majors
- Capital Market Services Representative License (CMSRL) Dealing in Securities
- Federation of Investment Managers Malaysia (FIMM)
- At least 7 years’ experience in servicing High Net worth clients with proven track record.
- Ability to comprehend and relate the current market development with various products.
- Aware of current industry compliance and requirements
- Ability to work independently and self-motivated
- Excellent communication skills.
Technical Competencies: -
√Understanding of Capital Markets
√Product Knowledge
√Financial & Business Understanding
√Advisory Sales / Business Development
√Client Service Orientation