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Open nowPosted 6 days ago

Senior Specialist, Investors Advisory

RHB461 open roles

Where
Kuala Lumpur
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Your applicationOpen nowSenior Specialist, Investors AdvisoryRHB · Kuala Lumpur
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The clock on this job

Early applications get read.

12.3% of postings close within 7 days. Measured by our own scanner across the market. RHB postings stay open a median of 10 days.

Share of postings closed within
  1. 2.1%1 day
  2. 4.5%3 days
  3. 12.3%7 days
  4. 19.3%14 days
  5. 35.6%30 days
  6. 58.1%60 days
This job: posted 6 days ago

RHB median: 10 days open

The posting

  • Assists RMs in understanding clients better, meeting clients together with RMs when required, making suitable recommendations and helping clients understand the value and risks of solutions available to them.
  • Conduct product training to support and deliver new product launches and lead client education events to help client gain better knowledge of financial markets and financial solutions.
  • Conduct portfolio reviews with RMs, assess product suitability and market and regulatory change impact to products held by clients as appropriate, identify opportunities and manage risks,
  • Join RMs in meeting clients and provide advice, input based on technical knowledge while acting as a second point of contact to RMs for specific products and solutions;
  • Communicate effectively with clients on complex technical subjects, helping them to improve understanding of financial markets and the value and risks of financial solutions through educational events
  • Initiate and conduct educational events with clients to improve clients’ financial literacy and knowledge of financial markets and solutions
  • Collect and apply market and channel intelligence to identify and share competitive gaps, service issues, business opportunities, and challenges with stakeholders
  • Ensure all processes and procedures are accurate and in accordance with the bank policy
  • Coach Associate Specialists/Specialists, Investors Advisory
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