Wealth Advisor

StashAway Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia

StashAway Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia

We are looking for an experienced Wealth Advisor to guide our high value clients and prospective clients in their investment decisions with StashAway. This is a unique opportunity to join a start-up team to further build StashAway Malaysia. You will report directly to the Country Manager to strategise and execute AUM impacting initiatives. Within this role, you will work on both short-term and long-term goals, build customer and prospecting relationships, identify AUM growth opportunities, and deliver on quarterly input KPIs.

Key Responsibilities

• Develop a continuous prospect pipeline to achieve AUM targets and expand StashAway's customer base
• Proactively assist clients to understand their needs and objectives; effectively communicate StashAway's product value proposition through proposals and presentations
• Manage and deepen client relationships to retain and grow existing HNW clients and reinvigorate churned clients
• Provide understanding of the markets and StashAway products for the benefit of the client and to deepen loyalty with the brand
• Have up-to-date knowledge of financial products for HNW, and be able to communicate on it to clients in both written and verbal form

Projects you might work on

Accountability of the role

Benefits

Flexible work arrangements and policies

Learning and development opportunities

Team bonding budget and initiatives

Seniority level : Mid-Senior level

Employment type : Full-time

Job function : Finance and Sales

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