Wealth Solutions Advisor

3 days ago


Kuala Lumpur, Kuala Lumpur, Malaysia Standard Chartered Life and Careers Full time

We're seeking a Wealth Solutions Advisor to join our Wealth and Retail Banking team at Standard Chartered Life and Careers. As a Wealth Solutions Advisor, you will be responsible for managing and developing relationships with high-profile clients to drive business growth and meet the bank's strategic objectives.

About Our Services:

We offer a wide range of banking products and services, including deposits, payments, financing, wealth management, and personalized advice. Our clients include individuals, businesses, and institutions, and we strive to provide them with tailored solutions that meet their unique needs.

Your Key Responsibilities:

  • Managing key relationships with existing and potential customers and providing sound advice in the effective management of their finances in view of portfolio expansion.
  • Acquiring and deepening relationships with new to bank priority bank clients to identify business opportunities related to our core business products or refer to supporting channels.
  • Marketing and promoting a wide range of banking products and services, i.e., unit trusts, bancassurance, and other retail banking products to potential clients with a starting asset under management (AUM) of > 250k and above.

Requirements:

  • Possess a passion for growing your career in banking wealth sales.
  • Have experience in the financial services industry, such as a personal banker and/or personal financial consultant, which would be an added advantage.
  • Be dynamic, result-driven, and self-motivated.
  • Have strong interpersonal and communication skills.
  • Hold relevant certification (FIMM & Bancassurance license).

We Offer:

  • Cross-border experiences.
  • Flexible and hybrid working practices.
  • Benefits and resources.
  • Talent development.

We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge, and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you.



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