Wealth Advisor

Overview

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.

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
• P...