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Private Wealth Director (Kuala Lumpur, Malaysia)

Private Wealth Director (Kuala Lumpur, Malaysia)

SingWealth Holdings Pte LtdKuala Lumpur, Kuala Lumpur, Malaysia
23 jam yang lalu
Penerangan pekerjaan

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

  • Minimum 3 years of experience in banking, insurance, or financial advisory roles.
  • Strong knowledge of wealth management products, including investments, insurance, and estate planning.

    • The ideal candidate should also have obtained the following certificates :

  • RFP – Registered Financial Planner
  • ChFC – Chartered Financial Consultant
  • IFP – Islamic Financial Planner

    • Seniority level

  • Mid-Senior level

    • Employment type

  • Full-time

    • Job function

  • Finance and Sales

    • #J-18808-Ljbffr

    Buat amaran kerja untuk carian ini

    Kuala Lumpur Malaysia • Kuala Lumpur, Kuala Lumpur, Malaysia

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