Key Responsibilities
- Manage and grow an existing portfolio of affluent customers
- Acquire new clients and grow AUM
- Recommend wealth management and investment solutions
- Identify cross-selling opportunities
- Build long-term customer relationships
- Consistently achieve sales targets and KPIs
Requirements
- 3-4 years of wealth sales experience
- Strong sales performance track record
- Customer acquisition experience
- Strong communication and relationship-building skills
- Mandatory certifications:
- IPPC certification is an advantage
Benefits
- Attractive remuneration package
- Performance incentives
- Structured career growth
- Exposure to wealth management products
Pay: RM5,000.00 - RM11,000.00 per month
Benefits:
- Additional leave
- Dental insurance
- Health insurance
- Maternity leave
- Opportunities for promotion
- Parental leave
- Professional development
- Vision insurance
Ability to commute/relocate:
- Petaling Jaya: Reliably commute or planning to relocate before starting work (Required)
Application Question(s):
- What is your expected basic salary?
- What certification do you have?
Education:
Experience:
- Relationship manager: 3 years (Required)
Work Location: In person