Bancassurance / Wealth Management Sales - Malaysia

Leading Financial Services Industry with strong branding and a sustainable growth strategy, our client aims to expand their footprint and distribution channel with a wider network of branches and representative offices across the region. They are now looking to hire Wealth Managers to increase their clientele base by selling an innovative range of products and solutions.

This is your opportunity to expand your career portfolio in a company that prides itself on putting its people first and investing heavily in its leadership.

about the job

As a Wealth Manager, this is the perfect opportunity to utilise your customer service and sales skills, on top of being the go-to person for all customer financial advice. Some of your key responsibilities include:

• Advise high net-worth clients in financial planning by assessing their objectives, needs, requirements and risk profile.


• Assume the role as a Farmer & Hunter to sell a range of wealth management products.


• Establish and manage long-term client relationship by providing good after-sales services (which involves travelling and client visits).


• Review portfolios to ensure products & solutions matches clients’ requirements.


• Keeping abreast with changes in clients’ needs & maintain strong product and market knowledge.


• Job designation / position level will be accorded in line with level of experience.


• Positions available across KL, Selangor, Penang, Johor.

about the team

You will be working in a dynamic and diverse team, as well as being well-supported in an engaging work environment to ensure optimum job satisfaction. Moreover, as part of their highly motivating work culture, you will be recognized and rewarded for your efforts and achievements.

skills & experiences required

• Bachelor’s Degree / Diploma / relevant Professional Certifications.


• At least 1-3 years of relevant work experience. (Job designation will be accorded in line with experience level)


• Possess at least PCE & CEILLI, IPPC, FIMM. Additional certifications are welcomed (e.g., TBE)


• Strong interest in Retail Banking, Wealth Management, Financial Planning and Investment, and determined to be successful in the area. (Candidates who are interested in specializing in Islamic Banking / Finance are encouraged to apply.)


• Strong drive to sell.


• Highly-motivated, goal-oriented and looking to strike a balance between a great culture, supportive working environment and financial rewards.


• Strong sense of responsibility and accountability.


• Willing to travel.


• Strong drive to sell.

To apply online, please click on the appropriate link for immediate consideration. Alternatively, please contact Li Huan at +603 2036 7571 or lihuan.t@randstad.com.my