Wealth Advisor (Accelerator Programme for Experienced Sales Professionals)
On-site · Kuala Lumpur, Kuala Lumpur, Malaysia
Job Summary
Build and manage relationships with emerging affluent clients to deliver personalised wealth solutions; promote a comprehensive suite of banking and investment products (unit trusts, insurance, protection, treasury and investment solutions); identify opportunities to deepen client relationships through proactive cross-selling of banking products and services; provide sound financial advice to support wealth management and portfolio expansion; ensure regulatory compliance and participate in structured training and development programmes to build advisory, product, and sales capabilities; address client queries and service issues promptly for a seamless client experience.
Required Qualifications
- Diploma or Bachelor’s degree in any discipline
- Minimum 2-3 years of sales experience
- Willingness to obtain relevant industry certifications (e.g. PCE, CEILI, FIMM or equivalent)
Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.