Wealth Solutions Consultant

2 weeks ago


Penang, Malaysia Standard Chartered Full time
Wealth Solutions Consultant

In this exciting role, you will have the opportunity to leverage your expertise in bancassurance products to support the Affluent Distribution, Business Banking, and Personal Banking teams in driving insurance sales and delivering exceptional customer service. Your responsibilities will include selling a variety of Bancassurance life insurance products to existing and potential bank customers, providing personalized financial advice based on customer needs, collaborating with stakeholders and Insurance Service Providers (ISP), and planning and executing bancassurance sales activities.

Your Key Responsibilities Will Include:

  1. Sales of Bancassurance life insurance products to existing and potential bank customers.
  2. Providing personalized financial advice to clients based on their needs.
  3. Collaboration with stakeholders and Insurance Service Providers (ISP) to ensure seamless execution of sales and services activities.
  4. Planning and executing bancassurance sales activities.
  5. Developing a strong understanding of bancassurance products.
  6. Achievement of assigned sales targets and other key metrics as outlined in the scorecard.
  7. Assistance in handling client inquiries and resolving issues related to insurance products.
  8. Adherence to Wealth Solution policies and procedures governing insurance transactions.
  9. Ensure complete and accurate documentation for all sales transactions in compliance with internal guidelines and regulatory requirements.

Requirements

  • Degree or Diploma in any discipline.
  • Minimum banking sales experience of 2 years with a proven track record of results.
  • Knowledge and sales experience in Life Insurance are essential. Experience in other wealth products is an added advantage.
  • Possession of PCE/ CEILLI/ TBE/ FIMM licenses before officially starting the role.
  • Strong sales drive.
  • Great interpersonal skills with the ability to communicate effectively with all parties.
  • Collaborative team player with a strong performance orientation and willingness to travel.


  • Penang, Malaysia HSBC Full time

    About the RoleThis is an exciting opportunity to join our Wealth and Personal Banking team as a Premier Relationship Banker. The successful candidate will have a strong track record of building and maintaining relationships with high net worth individuals and families.Key Requirements:Strong understanding of wealth management principles and...


  • Penang, Malaysia OCBC Full time

    Mass Interview - Personal Financial Consultant (Penang)We cater to the diverse needs of our customers in Malaysia through our Group Consumer Financial Services division, serving almost 3 million customers across the region. Our customer proposition focuses on high net worth, premier and emerging affluent individuals, offering them premium private, wealth...

  • Senior Wealth Manager

    2 weeks ago


    Penang, Malaysia AFFIN Group Full time

    About UsAFFIN Group is a leading financial services provider dedicated to transforming the banking landscape. Our commitment to innovation and excellence has earned us a reputation as a trusted partner for individuals and businesses alike.Job DescriptionWe are seeking an experienced Senior Wealth Manager to join our team of financial experts. As a Senior...

  • Associate Consultants

    4 weeks ago


    Penang, Malaysia Prudential BSN Takaful Berhad Full time

    Company DescriptionEstablished in 2006 through licensing by the Central Bank of Malaysia, Prudential BSN Takaful Berhad (PruBSN) is the leading takaful operator in the country. We provide financial security through a wide range of Family Takaful products, encompassing life and medical protection, savings, education, and corporate solutions, all complying...


  • Penang, Malaysia OCBC Bank Full time

    Join Our TeamWe are seeking a highly motivated and talented individual to join our team as a Personal Banker/Personal Financial Consultant. As a key member of our Consumer Banking & Wealth Management department, you will have the opportunity to develop your skills and advance your career.Key Responsibilities and RequirementsThe successful candidate will be...


  • Penang, Malaysia HSBC Full time

    Company OverviewHSBC is a leading global banking and financial services organization with a presence in over 80 countries. Our mission is to provide a wide range of financial services and solutions to our customers, helping them achieve their goals and ambitions.Job DescriptionWe are currently seeking an ambitious individual to join our Wealth and Personal...

  • Associate Consultant

    3 weeks ago


    Penang, Malaysia Prudential BSN Takaful Berhad Full time

    Company DescriptionEstablished in 2006 through a licence awarded by the Central Bank of Malaysia, PruBSN Takaful Berhad is the leading takaful operator in Malaysia. The company offers a wide range of Family Takaful products, including life and medical protection, savings, education, and corporate plans, all governed by shariah law. PruBSN has over 13,000...


  • Penang, Malaysia Deloitte PLT Full time

    About the RoleThis position is a key member of our SAP team, driving the growth of our SAP business in the region and responsible for creating, selling, and delivering SAP solutions. As a leader of this group, you will work closely with clients to analyze process and reporting requirements, advise them on industry leading practices, and design target state...


  • Penang, Malaysia OCBC Full time

    Mass Interview - Personal Financial Consultant (Penang)The Group Consumer Financial Services division serves almost 3 million customers across Singapore, Malaysia, Indonesia and China. In Malaysia, our customer proposition caters to high net worth, premier and emerging affluent individuals through our premier private, wealth management and affluent banking...


  • Penang, Malaysia RHB Banking Group Full time

    We are looking for a skilled Insurance Solutions Consultant to join our team and provide expert advice on life-insurance products to our customers. As part of our Bancassurance Partnership with Tokio Marine Life Insurance Malaysia Bhd, you will work closely with our sales team to identify customer needs, develop tailored solutions, and deliver exceptional...


  • Penang, Malaysia Gotech International Pte Ltd Full time

    We are seeking a highly skilled Engineering Solutions Consultant to join our team at Gotech International Pte Ltd. In this role, you will be responsible for providing technical solutions, fostering professional relationships with key stakeholders, and supporting business expansion efforts.Key Job FunctionsProvide technical solutions: Understand customer...


  • Penang, Malaysia Selatan Business Solutions Sdn Bhd Full time

    4 days ago Be among the first 25 applicantsDirect message the job poster from Selatan Business Solutions Sdn BhdFunctional Consultant at Selatan Business Solutions Sdn BhdCompany DescriptionSelatan, established in 1997, consists of several companies, including Selatan Technology Resources Sdn Bhd, Selatan Business Solutions Sdn Bhd, and Selatan Network...


  • Penang, Malaysia Selatan Business Solutions Sdn Bhd Full time

    Company DescriptionSelatan, established in 1997, consists of several companies, including Selatan Technology Resources Sdn Bhd, Selatan Business Solutions Sdn Bhd, and Selatan Network Solutions Sdn Bhd. The group has earned a strong reputation in the industry, serving over 100 SAP Business One customers with a team of certified SAP consultants. Since 2005,...


  • Penang, Malaysia Charge+ Full time

    Key ResponsibilitiesAs an EV Charging Solutions Consultant at Charge+, you will be responsible for identifying new business opportunities within the EV charging industry, developing and maintaining relationships with key clients, partners, and stakeholders.You will prepare and deliver persuasive presentations, proposals, and product demonstrations tailored...


  • Penang, Malaysia OCBC Full time

    Are you passionate about helping others achieve their financial goals? Do you enjoy working with people and building strong relationships?We are looking for a Wealth Management Professional to join our team at OCBC. As a key member of our Consumer Financial Services division, you will play a vital role in serving our customers' financial needs.In this role,...


  • Penang, Malaysia Plexus Malaysia Sdn Bhd Full time

    Sought After Expertise:We are looking for a Technical Solutions Consultant to join our team at Plexus Malaysia Sdn Bhd. As an experienced Analog Engineer Staff, you will be responsible for delivering engineering design services and other related product development and/or commercialization services.Main Responsibilities:Drive success in all phases of the...


  • Penang, Malaysia GOSAAS MALAYSIA SDN. BHD. Full time

    1. Building and managing various technical teams enabling them to take on complex projects for Oracle Cloud PLM and Agile PLM 2. Developing and improving processes for core operational/business activities 3. Resource planning, management and development 4. Client engagement and management 5. Seeking out new revenue streams and opportunities 6. Project...


  • Penang, Malaysia OCBC Full time

    CONSUMER FINANCIAL SERVICES (CFS)The Group Consumer Financial Services division serves almost 3 million customers across Singapore, Malaysia, Indonesia and China. In Malaysia, our customer proposition caters to high net worth, premier and emerging affluent individuals through our premier private, wealth management and affluent banking propositions.In CFS, we...


  • Penang, Malaysia LanceSoft, Inc. Full time

    LanceSoft, Inc. is a leading company in the IT sector and is now recruiting a Technical Recruiter to join its team.Job Summary:This role involves developing and maintaining website-specific standards, policies, and practices.The successful candidate will work closely with customers in design reviews, briefings, and needs assessments.Key Requirements:The...


  • Penang, Malaysia PEOPLE PROFILERS Full time

    Are you an expert in SAP Treasury Consulting? People Profilers, a leading global consulting firm, is seeking an experienced SAP Treasury Consultant to join their team in Kuala Lumpur, Malaysia.The ideal candidate will have 4-6 years of experience working with SAP Finance (Treasury) in the end-user environment or consulting with good support and configuration...