Private Wealth Director (Kuala Lumpur, Malaysia)
SingWealth Holdings Pte LtdKuala Lumpur, Kuala Lumpur, Malaysia1 day ago
Job descriptionMinimum 3 years of experience in banking, insurance, or financial advisory roles. Strong knowledge of wealth management products, including investments, insurance, and estate planning. RFP – Registered Financial Planner ChFC – Chartered Financial Consultant IFP – Islamic Financial Planner Mid-Senior level Full-time Finance and Sales
We are seeking seasoned ex-bankers, insurance professionals, and high performing sales professionals with a proven track record to join our dynamic team in Kuala Lumpur, Malaysia, as Private Wealth Directors.
Responsibilities
- Develop and maintain strong relationships with clients.
- Provide expert advice on wealth management, investment strategies, and financial planning.
- Drive sales and business growth through targeted strategies and client acquisition.
- Stay updated on market trends and regulatory changes to provide informed advice.
- Discipline, self-motivated with a positive mindset, ability to work independently and as part of a team.
Qualifications
The ideal candidate should also have obtained the following certificates :
Seniority level
Employment type
Job function
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Kuala Lumpur Malaysia • Kuala Lumpur, Kuala Lumpur, Malaysia
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