Key Responsibilities Service Private Wealth customers (AUM - RM 1,000,000). Promote the Bank's investment & deposit products and services to Private Wealth customers. Actively acquire New-to-Private Wealth (NTPW) customers. Provide fast and convenient off-site banking services to all clients. Run Private Wealth activities to increase membership and deposit sales. Deliver sales pitches / presentations. Build and maintain relationship with Private Wealth customers. Respond to queries and complaints in a timely manner. Identify and share new ideas and approaches to increase sales and enhance customer experience. Participate in continuous professional development program. Ensure compliance with applicable regulatory framework / guidelines and the Group's policies and procedures. Key Requirements A degree in finance, economics, business administration or a related field. At least 5 years of experience managing client portfolios, providing financial advice and working closely with high-net-worth individuals. The applicant must have the IPPC.
