Wealth Executive (Nationwide)

If you are looking to excel and make a difference, take a closer look at us…

The Wealth Executive / Senior Wealth Executive / Associate Wealth Manager is a client-centric professional responsible for managing and growing a portfolio of individual clients. The primary objective is to strategically grow the bank's Assets Under Management (AUM) while delivering holistic financial advice that aligns with the client's life goals and risk appetite.

Key Responsibilities and Accountabilities

Functional (Job Responsibilities)
. Financial Advisory: Conduct in-depth discovery sessions to accurately understand clients risk tolerance, financial objectives, and time horizons to provide tailored recommendations.
. Revenue Generation: Achieve key performance indicators (KPIs) by generating fee-based income through the strategic sale of wealth management products.
. Market Intelligence: Stay updated on global market trends, interest rate shifts, and regulatory changes to provide proactive and timely advice to clients.
. Portfolio Growth: Focus on growing the Bank's AUM through effective relationship management and acquisition of new-to-bank wealth clients.
. Compliance & Risk: Ensure all transactions and client interactions strictly adhere to bank policies, internal SOPs, and industry regulations (e.g., PDPA, AMLCFT, and Shariah Governance).

Organizational (Organizational Responsibilities)
. Building and maintaining close relationships with relevant stakeholders and supporting internal functions.
. Adhere to department Standard Operating Procedures (SOP) in complying with audit, compliance, and regulatory guidelines.
. Perform other responsibilities or projects assigned under the Group or Bank's initiatives.

Jobholder Requirements
Education/Qualification
. Minimum a Bachelor's Degree or its equivalent in Finance, Banking, Business Management, or a relevant field.
. Required certifications: PCE (Life/General), CEILLI, and FIMM/IPPC (Unit Trust/Banca) as applicable to the license requirements.

Experience
. Wealth Executive: 0 - 2 years of sales experience in financial services.
. Senior Wealth Executive / Associate Wealth Manager: 3 years and above of relevant experience in wealth management or priority banking.

Special Skills
. Strong analytical and problem-solving skills with a focus on financial planning.
. Excellent communication and interpersonal skills to build trust with high-net-worth clients.
. Proactive, self-starting attitude with a strong drive for results.