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Jobs or company...

Wealth Management Consultant

Salary undisclosed

Apply on

Linkedn
Original
Simplified

About the Company:

A leading regional bank with a strong international footprint is seeking a talented Wealth Consultant to join its subsidiary.

Location: Shah Alam

Reporting Line: Head, Wealth Manager

About the Role:

This is an exciting opportunity to contribute to the growth of a dynamic wealth management division. As a Wealth Consultant, you'll play a pivotal role in driving sales, building client relationships, and delivering tailored investment solutions.

Responsibilities:

  • Collaborate with the Region Head to achieve ambitious sales and revenue targets.
  • Provide expert advice on investment products and market trends.
  • Develop personalized investment portfolios that align with client goals.
  • Conduct joint sales appointments and present wealth management proposals.
  • Enhance the skills and knowledge of the sales team through training and development.
  • Identify and pursue opportunities to expand the wealth management business.

Who you are:

Ideal candidates will have proven success in wealth management (Banking), strong leadership, and exceptional analytical and communication skills. They should build and maintain strong relationships with customers, operational staff, and key stakeholders.

Best if you're an Assistant Manager level that is looking to move into a new position.

What's on offer:

This opportunity offers a chance to join a leading global banking institution, working closely with a renowned industry leader.

The offered salary ranges from 10,000 to 12,000 MYR per month, accompanied by a diverse array of benefits, which include annual performance bonuses and additional perks.

Apply now or reach out to me at [email protected] for a confidential discussion. Please note that only shortlisted candidates will be contacted. Applications are open only to local candidates.

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