Wealth Management Professional
4 days ago
Job Summary
We are seeking a highly motivated and results-driven Wealth Management Professional to join our team. As a key member of our sales force, you will be responsible for providing expert financial guidance to clients, promoting wealth solutions, and building strong relationships with our Privilege and Emerging Affluent clients.
Key Responsibilities:
- Develop and implement customized financial plans for clients, helping them achieve their financial goals and objectives.
- Promote a range of wealth solutions, including insurance, investment, and deposit products, to retail clients.
- Build and maintain strong relationships with clients through excellent customer service and proactive communication.
- Meet or exceed sales targets and performance metrics, contributing to the overall branch performance and sales revenue.
- Stay up-to-date with industry trends and product knowledge through ongoing training and professional development.
Requirements
To be successful in this role, you will need:
- A strong background in financial planning and wealth management.
- A good understanding of banking, investment, deposits, and insurance products.
- Knowledge in Financial Planning/Wealth Management or Retail Banking/Branch Operations.
- Excellent oral and written communication skills in English and Bahasa Malaysia.
- Strong interpersonal skills with a focus on providing exceptional service to both internal and external customers.
What We Offer
As a member of our team, you can expect:
- A competitive salary and benefits package.
- Ongoing training and professional development opportunities.
- The chance to work with a dynamic and supportive team.
- Opportunities for career advancement and growth.
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