Work closely with the Region Head of Wealth Management to drive sales productivity, segment onboarding, wealth management penetration, revenue growth and AUM growth.
Stay updated on market trends, investment products, and regulatory changes to provide timely and relevant advice to salespeople and clients.
Craft bespoke investment portfolios that consist of unit trusts, retail bonds, structured products in accordance with clients financial circumstances and needs.
Recommend tailored investment strategies, review portfolios, and propose portfolio actions based on Maybank in-house research and asset allocation views to help clients achieve financial objectives.
Conduct joint sales appointments with salespersons for wealth management proposals to individual and corporate clients.
Develop and conduct engagement sessions to enhance the competencies of salespersons within the wealth management domain.
Continuously seek opportunities to enhance client relationships and expand Maybank's wealth management business.
Job Requirements:
Degree holder or professional qualifications in the related fields of Finance / Business / Accounting / Economics.
