Manager, Wealth

Job Summary

• Commit and meet business objectives.
• Motivate, coach and mentor the new and inexperienced sales consultants.
• Train and develop the team and ensure an excellent standard of skills, knowledge and behavior.
• Create a team base environment that could stimulate high levels of integrity and retention.
• Plan the resources of the team, recruiting and selecting good quality consultants.
• Build and maintain good business relationships with business partners.

JOB SCOPE

The position is responsible to support the sales head in driving sales performance, managing key partnerships and executing strategic initiatives across bancassurance channels. The role involves leading sales teams in wealth, ensuring compliance, and enhancing customer engagement to achieve canopy target.

PRINCIPAL DUTIES & RESPONSIBILITIES :

Assist in formulating and implementing sales strategies to drive bancassurance product performance across all branches.

Lead, coach and support sales team to achieve assigned targets in APE and NBP.

Monitor daily sales performance and provide timely feedback, support and intervention where needed.

Coordinate closely with bank partners and internal stakeholders to ensure seamless product delivery and campaign execution.

Conduct regularly sales meeting and performance reviews to build sales team capability.

Analyze market trends, customer feedback and sales data to identify areas for improvement and innovation.

Ensure all sales activities comply with internal policies and regulatory guidelines.

JOB SPECIFICATIONS

Bachelor’s degree in Finance, Economics, Business Administration or related field (Master’s or professional certifications like CFP preferred)

Minimum 10 years of relevant experience, with at least 5 in a leadership role in wealth management

Strong knowledge of investment products, financial planning and bancassurance.

Sales and achievement-oriented with positive mindset and a good team-player.

Excellent interpersonal, communication and strategic thinking skills.

Passionate about supporting and coaching role.