Assistant Vice President, Investment Consultant

Location:

MY, 81100

Category: Permanent

Facility: 2161

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).