Wealth Management Professional

7 days ago


Kuala Lumpur, Kuala Lumpur, Malaysia Standard Chartered Life and Careers Full time
About Our Role

We are seeking a skilled Wealth Management Professional to join our team at Standard Chartered Life and Careers. As a key member of our wealth management division, you will play a pivotal role in managing and growing our high-value customer base.

Key Responsibilities
  1. Acquiring and retaining a portfolio of priority clients through exceptional customer service and relationship-building skills.
  2. Cross-selling wealth management products and services to customers, leveraging your strong understanding of financial planning fundamentals.
  3. Providing comprehensive solutions to meet the diverse needs of our clients, while maintaining operational risk and regulatory requirements.
  4. Contributing to the overall success of the branch by achieving business performance measures and working collaboratively with colleagues.
Requirements
  • A minimum of five years of progressive wealth sales experience or equivalent, with a proven track record in sales and customer service.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients.
  • Strong understanding of financial planning fundamentals and the ability to provide comprehensive solutions to clients.
  • Proven ability to work in a fast-paced environment, meeting business performance measures and contributing to the overall success of the team.


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