Wealth Consultant, Region Federal Territory

Job Responsibilities:

• Work closely with the Region Head of Wealth Management to drive sales productivity, segment onboarding, wealth management penetration, revenue growth and AUM growth.
• Stay updated on market trends, investment products, and regulatory changes to provide timely and relevant advice to salespeople and clients.
• Craft bespoke investment portfolios that consist of unit trusts, retail bonds, structured products in accordance with clients’ financial circumstances and needs.
• Recommend tailored investment strategies, review portfolios, and propose portfolio actions based on Maybank in-house research and asset allocation views to help clients achieve financial objectives.
• Conduct joint sales appointments with salespersons for wealth management proposals to individual and corporate clients.
• Develop and conduct engagement sessions to enhance the competencies of salespersons within the wealth management domain.
• Continuously seek opportunities to enhance client relationships and expand Maybank’s wealth management business.

Job Requirements:

• Degree holder or professional qualifications in the related fields of Finance / Business / Accounting / Economics.
• Has good analytical skills and logical thinking.
• Has good speaking skills and enjoys presentation.
• Certified Financial Analyst (CFA) / Certified Financial Planner (CFP) / MBA (an added advantage)
• Able to perform work under pressure in meeting tight deadlines.
• Able to work independently and a good team player.
• Excellent skill with Microsoft Excel, Microsoft Words, and PowerPoint.