- Lingkaran TRX Bandar Kuala Lumpur WP Kuala Lumpur Malaysia 55100

Working Location
Job Description
Requirements
Bachelor's Degree in Finance, Business, Banking, or a related field.
Minimum 8–10 years of experience in Private Banking, Wealth Management, or Financial Services, including leadership experience.
Strong knowledge of investment products, wealth management, and relationship management.
Proven track record in acquiring and managing High Net Worth (HNW) clients and achieving sales targets.
Excellent leadership, coaching, communication, and stakeholder management skills.
Strong understanding of banking regulations, compliance, and risk management.
Responsibilities
Plan, implement and execute HNW Personalized Banking marketing activities and sales tactics to achieve targets set by Management.
Lead, coach, motivate, train, and facilitate the team to achieve set targets.
Acquire new HNW customers while retaining the existing HNW customers.
Assist to acquire and build close rapport with corporate and government agencies for sales opportunities.
Execute the cross-selling and referral for other product owners and to ensure that referrals are followed through within the defined Service Level Agreement, where applicable.
Ensure all compliance and reporting requirements are met and attend to audit/regulatory queries within the stipulated timeframe.
Conduct regular meeting/briefing with staff on status of sales activities, achievement against targets as well as updating staff on the latest Bank’s products, policies and guidelines.
Undertake any other job functions, duties and responsibilities as may be assigned by the Management from time to time.
Benefits
Skills
MRT - TUN RAZAK EXCHANGE
0.2 km
MRT - COCHRANE
1.0 km
MRL - BUKIT BINTANG
1.0 km
MRT - BUKIT BINTANG
1.0 km
LRT - PUDU
1.1 km
MRL - IMBI
1.1 km
MRT - CONLAY
1.2 km
MRT - CHAN SOW LIN
1.4 km
LRT - CHAN SOW LIN
1.4 km
MRL - HANG TUAH
1.5 km
LRT - HANG TUAH
1.5 km
MRL - RAJA CHULAN
1.5 km
MRT - PERSIARAN KLCC
1.8 km
MRT - MERDEKA
1.9 km
LRT - PLAZA RAKYAT
1.9 km
Important Information
Never provide your bank or credit card details when applying for jobs. Do not transfer any money or complete unrelated online surveys. If you see something suspicious, Report this Job ad.