Investment Counsellor (Wealth | Offshore | Banking)
Job details
THE COMPANY Here is an opportunity to be a part of a pioneering team in a growing segment. A leading financial institution known for its focus on the community is seeking an enthusiastic and aspiring advisor to serve their Relationship Managers and clients in the wealth business. THE ROLE
- Provide onshore and offshore RMs and clients with wealth advisory services and manage client portfolios.
- Collaborate closely with RMs, Product, Marketing and other teams to deliver up-to-date and world class advisory to retail and corporate clients.
- Regularly review clients' investments portfolio to identify upsell and cross sell opportunities for Islamic wealth solutions.
- Conduct training to RMs on Islamic wealth solutions.
- At least 5 solid years of experience in client advisory.
- Keen interest on or strong understanding of Islamic banking and/or Shariah Compliance.
- Analytical and data-centric.
- Influential and strong communicator.
- High energy with strong business acumen.
- Client centric mindset
- High growth working environment
- Strong people culture at the workplace
- Career advancements in an expanding business
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