The role 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 Masters 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 Networth 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.
