Manager, Wealth
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Job Location:
Kuala Lumpur - Malaysia
Monthly Salary:
Not Disclosed
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
Prudentials purpose is to be partners for every life and protectors for every future. Our purpose encourages everything we do by creating a culture in which diversity is celebrated and inclusion assured for our people customers and partners. We provide a platform for our people to do their best work and make an impact to the business and we support our peoples career ambitions. We pledge to make Prudential a place where you can Connect Grow and Succeed.
Job Summary:The position is responsible to support the sales head in driving sales performance managing key partnerships and executing strategic initiatives across bancassurance channels. The role involves leading sales teams in wealth ensuring compliance and enhancing customer engagement to achieve canopy target.
KEY RESPONSIBILITIES:
Assist in formulating and implementing sales strategies to drive bancassurance product performance across all branches.
Lead coach and support sales team to achieve assigned targets in APE and NBP.
Monitor daily sales performance and provide timely feedback support and intervention where needed.
Coordinate closely with bank partners and internal stakeholders to ensure seamless product delivery and campaign execution.
Conduct regularly sales meeting and performance reviews to build sales team capability.
Analyze market trends customer feedback and sales data to identify areas for improvement and innovation.
Ensure all sales activities comply with internal policies and regulatory guidelines.
JOB SPECIFICATION:
Bachelors degree in Finance Economics Business Administration or related field (Masters or professional certifications like CFP preferred)
Minimum10 yearsof relevant experience with at least 5 in a leadership role in wealth management
Strong knowledge of investment products financial planning and bancassurance.
Sales and achievement-oriented with positive mindset and a good team-player.
Excellent interpersonal communication and strategic thinking skills.
Passionate about supporting and coaching role.
Prudential is an equal opportunity employer. We provide equality of opportunity of benefits for all who apply and who perform work for our organisation irrespective of sex race age ethnic origin educational social and cultural background marital status pregnancy and maternity religion or belief disability or part-time / fixed-term work or any other status protected by applicable law. We encourage the same standards from our recruitment and third-party suppliers taking into account the context of grade job and location. We also allow for reasonable adjustments to support people with individual physical or mental health requirements.
Required Experience:
Manager
Key Skills
- Business Development
- Estate Law
- Sales Experience
- Trusts
- Wealth Management
- Financial Services
- Organizational skills
- Investment Experience
- Banking
- Securities Law
- Financial Planning
- Wills
About Company
พรูเด็นเชียล ประกันชีวิต (ประเทศไทย) มุ่งมั่นที่จะช่วยให้คุณก้าวหน้าในชีวิต โดยเราให้ความใส่ใจอย่างเต็มที่เพื่อการบริการที่เป็นเลิศแก่คุณ ค้นหาวิธีที่เราจะสามารถช่วยเหลือคุณได้ที่นี่ ... View more
