
Wealth Management Career Opportunity
2 days ago
About this Role
We are seeking a highly motivated individual to join our team as a Personal Wealth Management Specialist. In this role, you will have the opportunity to acquire the skills and exposure needed to become a trusted financial partner to individuals and families.
Key Responsibilities:- Assist clients with their daily banking needs and provide tailored financial solutions.
- Build strong relationships with clients to help them plan and achieve their financial goals.
- Introduce banking products such as deposits, insurance, loans, and investment solutions.
- Stay up-to-date on industry trends, regulatory requirements, and financial products.
- Work towards achieving service and sales Key Performance Indicators (KPIs) in a customer-centric environment.
As a Personal Wealth Management Specialist, you will receive comprehensive training and development opportunities, including mentorship from experienced professionals, a structured training program, and the chance to obtain recognized industry certifications.
Requirements:- Fresh graduates are encouraged to apply.
- A Diploma or Bachelor's degree in any discipline is required.
- Fluency in English, Mandarin, Malay, Tamil, and other languages is essential.
- A passion for wealth management, investment sales, and client engagement is necessary.
- Maturity, pleasantness, independence, self-motivation, and high sales and service orientation are essential qualities.
- A supportive team environment and performance-based progression.
- Long-term career opportunities in retail banking or wealth management.
- A comprehensive benefits package that includes various perks and rewards.
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