Wealth Consultant - Kuala Lumpur/Johor Bahru/Sabah/Sarawak

11 Oktober 2018
Job Details
Job Responsibilities:
  • Coach branch sales staffs on all wealth related matters including latest market/investment information updates, products features/knowledge training, sales processes etc.
  • Support wealth management sales & revenues from assigned branches / region / portfolio, including New-to-Investment Accounts penetration for both new and existing customers
  • Conduct joint sales calls with branch sales staff (especially to the big tickets clients) and to assist in closing deals
  • Ensure branch sales staffs comply with regulatory requirements and Bank’s policy specifically in sales related guidelines and processes
Job Requirements:
  • At least 5 years working experience in wealth management products (Unit Trust, Banca, Structures).
  • Candidate with previous working experience as retail bank sales personnel, investment adviser, product manager, researcher / economist will be an added advantage
  • Strong understanding of financial markets, wealth management concepts such as asset allocation, portfolio modelling, client investment objectives, risk management strategies/ portfolio risk-return
  • Good exposure in managing wealth product promotions and sales tactics / campaigns to support revenue performance while maintaining needs-based advisory sales approach
  • Result-oriented and self-motivated to meet set goals
  • Excellent communication and selling skills with ability to interact & influence effectively
  • A team player with strong business planning & organisation skills and able to work independently
Company Description

About Alliance Bank Malaysia Berhad
Alliance Bank Malaysia Berhad and its subsidiaries, Alliance Investment Bank Berhad and Alliance Islamic Bank Berhad, is a dynamic, integrated financial services group offering banking and financial solutions through its consumer banking, SME banking, corporate and commercial banking, Islamic banking, investment banking and stockbroking businesses.

The Group provides easy access to its broad base of customers throughout the country via multi-pronged delivery channels which include retail branches, Privilege Banking Centres, Islamic Banking Centres, Business Centres, and Investment Bank branches located nationwide, as well as mobile and Internet banking.