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 |