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Wealth Management Professional

2 months ago

Klang, Selangor, Malaysia Maybank Full time

Job Summary:

We are seeking a highly skilled and experienced Wealth Management Professional to join our team at Maybank. As a key member of our wealth management team, you will be responsible for driving sales productivity, segment onboarding, and wealth management penetration.

Key Responsibilities:

  • Work closely with the Region Head of Wealth Management to develop and implement strategies to drive sales growth and increase revenue.
  • Stay up-to-date on market trends, investment products, and regulatory changes to provide timely and relevant advice to sales teams and clients.
  • Craft bespoke investment portfolios that meet the financial needs and circumstances of clients.
  • Recommend tailored investment strategies, review portfolios, and propose portfolio actions based on in-house research and asset allocation views to help clients achieve their financial objectives.
  • Conduct joint sales appointments with sales teams to present wealth management proposals to individual and corporate clients.
  • Develop and conduct training sessions to enhance the competencies of sales teams within the wealth management domain.
  • Identify opportunities to enhance client relationships and expand Maybank's wealth management business.

Requirements:

  • Degree holder or professional qualifications in Finance, Business, Accounting, or Economics.
  • Strong analytical skills and logical thinking.
  • Excellent communication and presentation skills.
  • Certified Financial Analyst (CFA) or Certified Financial Planner (CFP) is an added advantage.
  • Able to work under pressure to meet tight deadlines.
  • Able to work independently and as part of a team.
  • Proficient in Microsoft Excel, Microsoft Word, and PowerPoint.