Job Description
## Wealth ExecutiveApplylocations: PKG-PORT KLANG BRtime type: Full timeposted on: Posted Todaytime left to apply: End Date: July 31, 2026 (30+ days left to apply)job requisition id: JR **If you are looking to excel and make a difference, take a closer look at us...****Key Responsibilities and Accountabilities Functional (Job Responsibilities)** • Financial Advisory: Conduct in-depth discovery sessions to accurately understand clients' risk tolerance, financial objectives, and time horizons to provide tailored recommendations. • Revenue Generation: Achieve key performance indicators (KPIs) by generating fee-based income through the strategic sale of wealth management products. • Market Intelligence: Stay updated on global market trends, interest rate shifts, and regulatory changes to provide proactive and timely advice to clients. • Portfolio Growth: Focus on growing the Bank's AUM through effective relationship management and acquisition of new-to-bank wealth clients. ...