Working Hour
Regular Hours
Monday - Friday
Business Area
Asset Management
Location
Malaysia - Kuala Lumpur
Working Hour
Regular Hours
Monday - Friday
Location
Malaysia - Kuala Lumpur
Business Area
Asset Management
Description

Primary Objective:
  • Provide supports to Private Wealth Manager  in servicing HNW Individual and Corporate Clients
  • Provide solutions and supports to Business to ensure smooth running of the entire end to end Private Wealth operations in both Malaysia and Singapore Office

Key Responsibilities:
  • Working closely with Private Wealth Manager in servicing High Net Worth clientele;
  • Support the Private Wealth Manager in providing banking, credit, investment and customer service including attending to client’s request / enquiries and communicating with client in a timely manner.
  • Maintain complete and accurate document protocol, in accordance to the approved credit terms.
  • Liaison between business and various stakeholders to co-ordinate and closely manage the end to end workflow and processes;
  • Ensure timeliness, accuracy and smooth running of execution of client’s request and transaction;
  • Adhering to Company's Policies and Procedures including relevant rules, regulations and guidelines;
  • Supporting role to Malaysia and Singapore office in the implementation of new processes and projects;
  • Close gaps identified between the countries.
  • Assist in ad-hoc project assignments to contribute towards the overall success of the business.
Requirements
Requirements:
Bachelor Degree - Any related field(s).



3 to 5 years in the Banking & Finance industry preferably Private Wealth experiences

Familiar with Microsoft Office

Benefits

Dental, Education support, Miscellaneous allowance, Medical, Loans, Sports (e.g. Gym), Parking, Vision, Regular hours, Mondays - Fridays, Casual Business Wear, Performance Based Rewards