Private Wealth Director

2 days ago

Greater Kuala Lumpur, Malaysia SingWealth Holdings Pte Ltd Full time 150,000 - 250,000 per year

We are seeking seasoned ex-bankers, insurance professionals, and high performing sales professionals with a proven track record to join our dynamic team in Kuala Lumpur, Malaysia, as Private Wealth Directors.

Responsibilities

  • Develop and maintain strong relationships with clients.
  • Provide expert advice on wealth management, investment strategies, and financial planning.
  • Drive sales and business growth through targeted strategies and client acquisition.
  • Stay updated on market trends and regulatory changes to provide informed advice.
  • Discipline, self-motivated with a positive mindset, ability to work independently and as part of a team.

Qualifications

  • Minimum Bachelor's Degree
  • Minimum 3 years of experience in banking, insurance, or financial advisory roles.
  • Strong knowledge of wealth management products, including investments, insurance, and estate planning.

The ideal candidate should also have obtained the following certificates
:

·      CFP – Certified Financial Planner

·      RFP – Registered Financial Planner

·      ChFC – Chartered Financial Consultant

·      IFP – Islamic Financial Planner

·      Shariah RFP

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