Echelon Wealth Alliance Hiring! Full Time Senior Associate (Accelerator Programme for Experienced Sales Professionals) in Selangor - Ricebowl

Job Description:

• Tasked with marketing and promoting a diverse array of wealth products and services, such as Unit Trusts, Insurance, and Wills, to prospective clients.
• Participate in cross-selling additional wealth products tailored to customer requirements.
• Foster and maintain long-term customer relationships while providing after-sales support.
• Comply with policies, regulatory requirements, and risk management standards.
• Aim to meet sales targets for all designated products.
• Identify and develop a new market segment aligned with your area of expertise.

Job Requirements

• Demonstrated strong business insight, with a proactive attitude and a high level of self-motivation.
• A minimum of 3 years of relevant experience in business-to-consumer sales, showcasing a proven success record.
• Experience in sales of retail banking products, especially in insurance and investment sectors, will be highly advantageous.
• A broad network of SME business relationships coupled with strong business insight.
• Possession of a Bachelor's degree in any field.
• Proficiency in English; knowledge of Mandarin/Cantonese is a plus.
• A strong enthusiasm for wealth management, investment sales, and client relationship building.
• Must have personal transportation and be open to travel.
• Willingness to obtain required industry certifications such as FIMM, PCE, CEILI, and CFP upon onboarding.