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Wealth Consultant, Region Federal Territory

Salary undisclosed

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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.
About Maybank
Size More than 250
Industry Diversified Banks
Location Malaysia
Founded 31 May 1960
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