Executive, Regional Wealth Management (Wealth Sales Support)

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Key Responsibilities

• Support the Head of Wealth Malaysia in driving the overall wealth management strategy, business priorities, and key initiatives across the country.
• Assist in preparing business updates, strategy papers, management reports, board materials, and presentation decks related to wealth performance, sales growth, AUM, client acquisition, product penetration, and revenue targets.
• Track progress of key strategic initiatives and follow up with relevant teams to ensure timely execution.

Performance Monitoring & Reporting

• Prepare and consolidate regular business performance reports, including wealth revenue, AUM growth, product sales, RM productivity, client segmentation, campaign performance, and key KPIs.
• Highlight key trends, gaps, risks, and opportunities to support decision‑making by the Head of We...