Location Kuala LumpurFULL_TIME
Consultant Bella Soraya
Date posted 20 August 2018 2018-08-202018-10-19 banking Menara 3 Petronas Persiaran KLCC Kuala Lumpur 50088 Robert Walters Malaysia
An attractive Wealth Consultant job has just become available at one of the most renowned leading bank in Malaysia. Reporting to the Head of Wealth Management, this role falls under the Retail Banking – Wealth Management sector.
About the Wealth Consultant Role:
In this business-critical role, you are required to conduct training's to enhance the competencies of sales representative to meet the full spectrum of needs for High Net Worth and Affluent clients.
• Spearhead, oversee the running and execution of the campaign and initiatives by regions for the HNW/Affluent segments.
• Regular visits to Premier Wealth Centers and Branches to ensure sales channels are well updated on the banks on going sales campaigns. Joint sales call with sales personal on a need basis.
• Track sales performance of sales workforce to ensure campaign targets and budget are met accordingly. Proposed and implement corrective measure to address performance gap, if any.
• Ensure sales channels are updated with information on the product launches, initiatives, market developments and market analysis on competitor's products. To act as single point of reference to distribution channels on product knowledge and campaign for all domains.
• As sole representative of HNW/Affluent segments in regions, Wealth Consultants are to foster close relationship with sales channels and head office to ensure a seamless flow of information for both sides.
• Keep abreast of the competitor’s latest product, packages, campaigns and market development.
To succeed in this role, you will need to have five years of experience in Retail Banking & knowledgeable in Wealth products.
• Possess at least a Bachelor’s Degree, Professional Degree or Master’s Degree in Business Studies/Administration/Management, Economics, Finance/Accountancy/ Banking or equivalent
• Well versed in investment and/or insurance products and services such as equities, bonds, foreign currencies and life insurance.
• With at least five years working experience in Banking with knowledge in sales and marketing, preferably investment products e.g: Unit Trust, Structure Deposit, Dual Currency Investment, Equity Linked Investment and Retail Investment Bonds is highly preferred
• Obtain FIMM, IPPC, PCE, CEILI, TBE is an advantage.
• Experience in managing and supporting the distribution channels
This company id much more than financial services and is anything but traditional. They have the people and ethos to act with speed, innovation, enterprises and creativity. The scope of the offer, the side of the business, the freedom and autonomy to drive your career forward all adds up to a great place to work
If you are driven, determined and want to take the next step in your career, this is the role for you. Great career progression opportunities await the right person in this Wealth Consultant job.
Apply now or drop me an email at email@example.com today.
Agensi Pekerjaan Robert Walters Sdn Bhd
(formerly known as Robert Walters Sdn Bhd)
Business Registration Number : 729828-T
Licence Number : JTK2125
Agensi Pekerjaan Robert Walters Sdn Bhd (formerly known as Robert Walters Sdn Bhd) Business Registration Number : 729828-T Licence Number : JTK2125