Client Advisor

Join StashAway Malaysia, a pioneering fintech company, as a Client Advisor and embark on an exciting journey to redefine wealth management in the digital age. As a Client Advisor, you'll play a pivotal role in delivering tailored solutions and exceptinal service to the premium customer segment. Within this role, you will work on both short-term and long-term goals, build customer and prospecting relationships, identify AUM growth opportunities and hit quarterly targets. You will report directly to the Deputy Country Manager to strategise and execute AUM impacting initiatives. As part of our dynamic team, you'll also have the opportunity to work alongside industry leaders and innovators, shaping the future of finance. 

Why Join Us?

• Exclusive Focus: Serve the discerning needs of our premium clientele, shaping their financial success.
• Business Development Opportunities: Drive strategic initiatives to expand our premium client base and enhance revenue streams.
• Collaborative Culture: Thrive in a culture of collaboration and innovation, alongside industry leaders.
• Professional Advancement: Expand your expertise in cutting-edge fintech practices, unlocking new career opportunities.
• Impactful Contributions: Drive initiatives directly impacting AUM growth, leaving a lasting mark on our success.

Responsibilities:

• Drive AUM growth with premium clients:
• Deliver financial guidance thorough fact-finding of customers' financial goals and needs.
• Maintain and develop long-lasting relationships with customers by offering exceptional service and support.
• Generate new investor opportunities through customer events, financial reviews, and proactive outreach to potential customers.
• Build and capitalize on referral opportunities from existing clients to expand our client base and foster community trust
• Customer Base Expansion: Increase our customer base by efficiently acting on leads from our database, setting up appointments, and engaging with potential customers.
• Primary Investment Platform: Work closely with clients to ensure that our platform becomes their primary choice for investment, leveraging our services and technology.

KPIs

• Net Deposit Growth: Achieve an increase in net deposits from clients you manage and contact.
• Accelerated Asset Accumulation: Reduce the time to achieve share of wallet Assets Under Management (AUM) per client, indicating efficient client onboarding and investment guidance.

• 2 - 4 years' experience in client-facing roles, from banking, insurance or asset/wealth management.
• Strong knowledge of financial markets with the communication skills to explain complex financial information in a jargon-free and accessible manner.
• Proven ability to quickly build trust with clients, making them feel secure in their financial decisions.
• A proactive approach to client management, with the ability to anticipate client needs and develop effective strategies for engagement.
• Capability to devise efficient client management strategies that align with company goals and client expectations.
• A degree in Finance, Economics, or a related field is preferred. 
• Relevant certifications in financial planning / investment management or license holders (e.g. CMSRL) is preferred. 
• Proficiency in spoken mandarin is an advantage.

At StashAway, we're committed to redefining wealth management, empowering our premium clients to achieve their financial aspirations with confidence. Join us in elevating the standards of excellence in premium segment wealth management and drive impactful Business Development initiatives to shape our future success.

Employee financial and physical well-being

• Compensation package: You will receive a competitive total compensation package that includes employee stock options if you are a full-time employee.
• Comprehensive insurance coverage: Free panel outpatient GP clinic visits, group hospitalisation and surgical insurance, and Covid hospitalisation insurance coverage (conditions apply).
• Management fee discount: You will receive an employee discount on your asset management fees when you invest with StashAway.

Flexible work arrangements and policies

• Unlimited paid annual leave: It should be simple for you to decide if you would like to take more or fewer days off. We trust that you are accountable for your work and know best if you need 10 or 30 days of paid annual leave that year.
• Personal work equipment budget: It’s important that you have a workstation that’s optimal for you wherever you are.

Learning and development opportunities

• You will be given an annual Learning and Development budget to help you continuously learn in your pursuit of your professional and personal development. You may use the budget for resources and tools that may help you perform better at work. This budget is subject to management approval.

Team bonding budget and initiatives

• Quarterly team bonding budget: We encourage you to socialise with colleagues across job functions, departments, and entities to know them better as individuals beyond what they professionally do.
• Annual off-site (Nov): Each off-site gathers all employees for a full day of company-wide team bonding activities and challenges.