Deskripsi Pekerjaan
Al Rajhi Bank Malaysia is seeking a highly motivated and results-oriented Investment Consultant to join our dynamic team in Kuala Lumpur. As an Investment Consultant, you will play a pivotal role in providing expert financial advice and investment solutions to our valued clients, helping them achieve their financial goals and grow their wealth.
You will be responsible for building and maintaining strong client relationships, conducting thorough financial needs assessments, and recommending suitable investment products and strategies. Your expertise will be key in guiding clients through various investment options, including unit trusts, equities, bonds, and structured products, ensuring alignment with their risk appetite and long-term objectives.
The ideal candidate will have a proven track record in sales and relationship management within the banking or financial services sector, with a deep understanding of investment products and market trends. You should possess excellent communication and presentation skills, with the ability to simplify complex financial concepts for clients.
This is an excellent opportunity for a professional who thrives in a fast-paced environment and is passionate about delivering exceptional customer service. We offer a competitive remuneration package, ongoing training and development, and clear career progression paths within our organization. Join us and be part of a leading Islamic bank with a strong commitment to excellence and innovation.
Tanggung Jawab
- Develop and implement strategic investment plans for clients.
- Conduct comprehensive financial needs analysis and risk profiling.
- Present and recommend appropriate investment products and solutions.
- Maintain and grow a portfolio of high-net-worth and retail clients.
- Monitor market trends and provide timely investment updates to clients.
- Achieve assigned sales targets and business objectives.
- Collaborate with internal teams to ensure seamless service delivery.
- Stay updated on regulatory changes and compliance requirements.
Kualifikasi
- Bachelor's degree in Finance, Economics, Business Administration, or related field.
- Minimum of 3 years of experience in investment consulting or financial advisory.
- Professional certification such as CFP, CFA, or equivalent is highly preferred.
- Strong knowledge of investment products, markets, and financial planning.
- Excellent interpersonal and communication skills.
- Proven ability to build and maintain client relationships.
- Highly motivated with a strong drive to achieve sales targets.
- Knowledge of Islamic banking products and principles is an advantage.