Financial Services Specialist
2 weeks ago
Key Responsibilities
- To provide high-quality financial advisory services and product recommendations to High Net Worth (HNW) Private Clients.
- To enhance franchise value by cross-selling wealth solutions based on an advisory approach.
- To expand the Private Client Franchise by acquiring new HNW customers through contacts, referrals, and marketing initiatives.
Service Excellence
- To deliver exceptional customer experiences to Private Client customers at all touchpoints via three distinctive service elements: cared for, excellent, and enhanced value.
- To build sustainable relationships with Private Client customers by timely follow-ups and anticipating their needs.
- To proactively engage Private Client customers to achieve continuous customer satisfaction.
Compliance and Risk Management
- To adhere to all related policies, regulatory risks, and compliance matters, including processes and procedures.
- To ensure no operational or control lapses.
- To ensure timely submission of statutory and regulatory reports.
- To ensure adherence to all sales advisory processes and procedures.
Qualifications and Requirements
- Bachelor's degree from an accredited university or college.
- Minimum 8 years' experience in the financial industry with exposure in client relationships and frontline roles.
- Priority will be given to those with relevant licenses and certifications (IPPC, etc.).
- Strong understanding of financial and non-financial markets, as well as excellent communication skills.
- Possess own transport and willingness to travel.
- Preferably multi-lingual.
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