Wealth Associate

Reposted 9 Hours Ago
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Kuala Lumpur, Wilayah Persekutuan Kuala Lumpur, MYS
In-Office
Entry level
Fintech • Financial Services
The Role
The Wealth Associate will drive sales growth through client acquisition and retention, build strong relationships offering personalized wealth solutions, and ensure compliance with bank policies.
Summary Generated by Built In

What You’ll Do:

  • Drive Sales Growth: Develop and execute winning sales strategies, leveraging bank leads and your own network. Collaborate with branch and regional teams to acquire and retain loyal clients.
  • Build Lasting Relationships: Cultivate strong client relationships by offering personalized wealth solutions and identifying cross-selling opportunities that enhance their financial journey.
  • Stay on Track: Ensure compliance with bank policies and ethical sales practices, all while actively contributing to exciting campaigns and promotions.

Qualifications :

  • Bachelor’s degree in Business or Marketing preferred or relevant fields with CGPA of 2.8
  • Strong interpersonal and communication skills, enjoy meeting people
  • Creative and possess the initiative, drive and ability to work independently and in a team
  • Pleasant personality
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The Company
HQ: Kuala Lumpur
14,000 Employees
Year Founded: 1997

What We Do

We are a multinational regional financial services provider that is committed to deliver complete solutions to our clients through differentiated segment offerings and an ecosystem that supports simple, fast and seamless customer experience, underpinned by cohesive and inspired workforce and relationship built with stakeholders Headquartered and listed in Malaysia, RHB Banking Group is the longest established local bank, formed though the mergers of several banks, the oldest of which was founded in 1913. RHB Banking Group and its subsidiaries provide a full range of services ranging from retail banking, business banking, corporate and investment banking, Islamic banking, transaction banking to treasury, insurance, asset management, private equity and stockbroking services. TOGETHER WE PROGRESS Our strong heritage is the foundation of our commitment to continue serving the community. For over a 100 years, we have been helping people and businesses grow and succeed, and will continue to do so. Our experience gives us an in-depth understanding of the needs of our customers and partners, inspiring us to constantly innovate and improve to serve them better. With their unending support, we have established ourselves with a strong footprint throughout Malaysia and we are now present in 9 other countries across the ASEAN region. We hope our legacy and pursuit for excellence continues as we tirelessly cultivate and nurture the next generation through our actions and words, preparing a brighter future ahead. We thank those who believe in us and welcome everyone to join us on our exciting journey of progress. The time has come for us to move forward in unison, to realise our greater potential together. Our new brand promise "Together We Progress” honours our past, celebrates the present and welcomes the future. We invite you to join us as we work towards a better and brighter future for all.

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