Location
, , malaysia
Job Type
Full-time
Posted
July 12, 2026
Job Description
Key Responsibilities
- Manage a portfolio of high net‑worth clients, providing them with wealth management solutions and advice.
- Develop and implement investment strategies that meet the clients’ objectives.
- Build and maintain relationships with clients, understanding their needs and goals.
- Collaborate with a team of experts, including investment specialists and financial planners.
- Stay up‑to‑date with market trends and developments, providing insights and advice to clients.
- Provide need‑based bancassurance advisory, ensuring insurance solutions align with clients’ financial goals and risk profiles.
- Support Relationship Managers (RMs) in closing insurance sales through joint sales efforts and direct sales closure.
- Take ownership of end‑to‑end direct sales closure, ensuring a smooth and efficient customer experience.
- Drive monthly bancassurance participation rates and other productivity metrics to ...