Robert Walters Hiring! Full Time Personal Financial Consultant in Federal Territory - Ricebowl

Manage and grow your portfolio of clients by providing tailored wealth management solutions with a focus on investment and insurance products. The role involves driving new client acquisition, identifying cross-selling opportunities and growing client assets.

What You'll Be Doing

• Manage and grow your portfolio of clients by building strong relationships and identifying opportunities to deepen client engagement and expand wallet share.

• Understand clients' financial objectives and provide tailored wealth management solutions across investment, insurance and banking products.

• Drive business development and new client acquisition through proactive prospecting and effective sales strategies to achieve business targets.

• Work closely with internal stakeholders to deliver comprehensive financial solutions, ensure seamless service delivery and address client needs.

• Keep abreast of market developments, regulatory requirements and product offerings to provide relevant and up-to-date financial advice.
  
  

• Bachelor's degree holder with at least 2-3 years of relevant experience in banking, financial services or wealth management.

• Strong interpersonal and communication skills, with the ability to build and maintain relationships with high-net-worth clients.

• Demonstrated track record in sales, business development and client acquisition, with the ability to consistently achieve business targets.

• Good understanding of investment, insurance and banking products, with the ability to identify and recommend suitable financial solutions.

• Self-driven, commercially minded and results-oriented, with a proactive approach to business development and client relationship management.
  

Do note that we will only be in touch if your application is shortlisted.

Agensi Pekerjaan Robert Walters Sdn Bhd
Business Registration Number : 729828-T
Licence Number : JTKSM 423C