Assistant Vice President, Investment Consultant

Alliance Bank Malaysia Berhad


Date: 2 weeks ago
City: Johor Bahru
Contract type: Full time
  • Provide tailored investment solutions to individual clients.
  • Partner with a team of 20 - 30 relationship managers of their assigned region/portfolios.
  • Responsible for growing the investment penetration and AUM for clients under his/her care.
  • Train new and existing relationship managers on market updates, construct portfolio, review, rebalancing, UT funds, Structured investment and all other ITP products regularly.
  • Joint sales meetings with Relationship managers and conduct portfolio review.
  • Build incremental revenue and productivity from the relationship managers assigned.
  • Construct and manage investment portfolios, including asset allocation and investment selection for individual clients under his/her care.
  • Compile research information to manage ground communications.
  • Provide clients with education and training on financial markets, investment products, and strategies.
  • Present investment-related information to clients and potential clients.
  • Run micro market events by holding and hosting client events.
  • Promote investment products and services to relationship managers and clients.
  • Develop and implement sales strategies to generate new business.
  • Hold regular meetings with clients and relationship managers to review client portfolio and discuss key market development
  • Collaborate closely with products team on existing product updates, monthly product calendar, and marketing materials for new product launches.
  • Maintain portfolio template, UT and ELI pricing scrolls, and other projects / ad-hoc tasks.
  • Support the assigned regions team on product/investment queries.
  • Support assigned regions with the sale of wealth management products and increased new-to-investment accounts.
  • Manage portfolio risk exposure for own portfolio of customer’s risk exposure by checking and audit.
  • Ensure zero mis-selling to clients.
  • Ensure adherence to regulatory requirements and Bank’s policy, specifically in handling advisory guidelines and processes.
  • Ensure that there are no discrepancies, exceptions and non-compliance when booking sales (e.g. Unit Trust, Currency and Treasury products).
  • Ensure self-compliance on Alliance Bank’s policies and procedures, Sales Compliance, KYC, AMLA guidelines, 3rd party confidentiality, including credit control procedures, sales related audit compliance and BNM guidelines.

Skills

  • Results focused, with a track record of achievement with strong sales and service management skills
  • A team player who demonstrates strong stakeholder management skills
  • Good planning and organizing abilities
  • Good analytical, problem solving and decision making skills with the ability to adapt to fast changes
  • Strong business acumen, with comprehension of business financial drivers, customer portfolio, market franchise, risk and operational framework.
  • Strong communication and interpersonal skills with the ability to communicate effectively across all levels; able to professionally engage with internal and external parties
  • Passion for success and keen to work in a sales-driven environment
  • Willing to learn and to travel

Knowledge

  • Good understanding (able to carry out meaningful discussion) of the market, wealth industry trend & business, wealth products
  • Good comprehension of business financial drivers, customer portfolio, market franchise, distribution, risk and operational framework

Experience

  • Possess at least a Diploma or Degree in any field i.e. Banking / Accounting & Finance / Economics / Marketing / Business Studies
  • Minimum 5 years’ experience in similar areas i.e., wealth consultant, product and partnership management, or any consumer banking products.
  • Proven or strong product manager experience or exposure preferably in financial services relating to consumer banking.
  • Proven and strong experience and exposure to Wealth Sales (UT, SI, DCI, SP).

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