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Manager, Private Wealth | Basic up to Rm10000 | Bonus| 5 Days | Kuala Lumpur

  • Full Time, onsite
  • Agensi Pekerjaan Rosa Kowell Sdn Bhd
  • Kuala Lumpur, Malaysia
RM 6,000 - RM 10,000 / Per Mon

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  • Develop and implement strategic sales plans to drive the growth of our WillPlan and TrustPlan services.
  • Lead and enhance marketing initiatives, roadshows, and agent recruitment efforts to expand our market reach.
  • Deliver outstanding support to clients and business partners, fostering strong relationships built on trust and satisfaction.
  • Draft customized Wills and Trusts, ensuring they align with clients' needs while adhering to legal and regulatory standards.
  • Educate and empower clients by conducting training sessions on the benefits and process of Will and Trust planning.
  • Manage and streamline administrative processes to ensure the seamless handling of client requests and documentation.
  • 3–5 years of experience in trustee product sales, particularly in Wills and Trusts.
  • A degree in Business Management, Economics, Finance, Legal, or a related field.
  • Knowledge and experience in Will and Trust drafting, as well as trust administration.
  • Outstanding negotiation, communication, and interpersonal skills.
  • The ability to mentor and inspire a Sales & Marketing Support team.
  • A passion for learning, public speaking skills, and a team-player mindset.
  • Your own transport and a willingness to travel.
  • A desire to prove yourself, take on leadership responsibilities, and test your potential as an Assistant Manager/Manager.
  • Business Nature: Bond Trustee
  • Location: Kuala Lumpur
  • Salary package: Basic MYR 6,000 – 10,000
  • Working hours: 8.45am-5.45pm
  • Additional Benefits: Performance Bonus, RM500 Medical Claims, Courses/training provided and company events, such as team building and festive dinners