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Wealth Management Executive
1 week ago
At Public Bank Berhad, we are seeking a highly motivated and experienced Wealth Management Executive to join our team. As a key member of our Bancassurance department, you will be responsible for promoting and selling our top-tier Bancassurance products to high net-worth clients.
Key Responsibilities- Develop and maintain relationships with existing and potential clients to understand their financial needs and goals.
- Analyse client data to identify opportunities for upselling and cross-selling Bancassurance products.
- Work closely with the sales team to develop tailored solutions that meet client needs and achieve sales targets.
- Provide exceptional customer service to ensure client satisfaction and loyalty.
The ideal candidate will have a minimum of 2 years of experience in insurance sales, with a proven track record of success in meeting sales targets. Strong communication and interpersonal skills are essential, as is the ability to think critically and come up with innovative solutions.
