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Wealth Creation Specialist
1 week ago
Job Function
This role will involve working closely with clients to understand their financial goals and aspirations, and providing tailored financial solutions to meet their needs.
- Developing and maintaining relationships with existing and potential clients.
- Conducting thorough financial assessments and creating personalized financial plans.
- Providing ongoing support and guidance to clients, ensuring they remain informed and empowered throughout their financial journey.
- Collaborating with other departments within Maybank to ensure seamless delivery of services and products.
- Maintaining up-to-date knowledge of industry developments and regulatory changes.
Requirements
