Wealth Management Executive

1 week ago


Kuala Lumpur, Kuala Lumpur, Malaysia AmBank Group Full time

As a Wealth Management Executive at AmBank Group, you will be responsible for managing relationships with high net worth individuals and families, providing personalized wealth management solutions, and driving sales growth in the private banking segment.

About the Role

This role requires an individual with a strong understanding of wealth management principles, excellent communication and interpersonal skills, and a proven track record of success in sales and marketing. The ideal candidate will have a strong network of contacts in the high net worth individual segment and be able to identify new business opportunities and drive sales growth.

  • Key Responsibilities:
  • To develop and implement sales strategies to increase revenue and market share in the private banking segment.
  • To build and maintain strong relationships with high net worth individuals and families, identifying their needs and providing tailored solutions.
  • To stay up-to-date with market trends, regulatory changes, and competitor activity, and to leverage this knowledge to drive business growth.
Requirements

The successful candidate will possess the following qualifications and experience:

  • Education:
  • Degree/Masters in Economics, Finance, Business Administration, Laws or any related discipline.
  • Certifications:
  • Federation of Investment Managers Malaysia (FIMM) Certification.
  • CMSRL: Module 9 & 10 will be an added advantage.
  • Experience:
  • Minimum 10 years of working experience in Capital Market/Financial/Wealth Management Industry.
Seniority Level

Associate

Employment Type

Full-time

Job Function

Sales, Customer Service, and Strategy/Planning

Industries

Financial Services, Funds and Trusts, and Investment Banking


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