Business Wealth Manager

Alliance Bank Malaysia Berhad; Puchong; On-site; MYR 90,000 - 150,000; Full time

Job summary

Alliance Bank Malaysia Berhad is seeking a Business Wealth Manager to manage and grow a portfolio of business clients from its Puchong on-site location. You will provide tailored wealth management and banking solutions, including deposits, investments, financing, and insurance-related products, while ensuring regulatory compliance and top-tier service.

Daily tasks include prospecting, onboarding new business customers, preparing proposals, and collaborating with internal teams to deliver

Qualifications

• Strong relationship management and client advisory skills.
• Solid knowledge of banking, investment, and financial products for business customers.
• Proficiency in sales, business development, and portfolio management.
• Effective communication, presentation, and negotiation skills.
• Good analytical and problem-solving skills.

Responsibilities

• Manage and grow a portfolio of business clients by providing tailored wealth management and banking solutions.
• Conduct regular client meetings, assess financial needs, and recommend suitable products.
• Collaborate with credit, operations, and product specialists to deliver comprehensive solutions.
• Stay updated on market trends and maintain accurate records.
• Contribute to sales targets and branch performance.

Skills

Relationship management

Client advisory

Sales & business development

Portfolio management

Communication & negotiation

Analytical thinking

Education

Diploma or Bachelor’s in Finance/ Banking/ Business/ Economics

Professional certifications in wealth management/financial planning (advantage)

Job description

Company Description

Alliance Bank Malaysia Berhad is a dynamic, integrated banking group that provides comprehensive banking and financial solutions across consumer, business, Islamic banking, and stockbroking segments. With over five decades of experience serving the financial community, the Group reaches customers nationwide through retail branches, Privilege Banking Centres, Islamic Banking Centres, Business Centres, and direct marketing offices, as well as mobile and internet banking channels. Its principal subsidiaries, Alliance Bank Malaysia Berhad and Alliance Islamic Bank Berhad, deliver accessible and customer-focused financial services throughout Malaysia. Both Alliance Bank and Alliance Islamic Bank are members of PIDM, reflecting a commitment to stability and protection for depositors. The Group continues to expand its offerings and service quality, providing opportunities for professionals to grow their careers in a progressive banking environment.

Role Description

The Business Wealth Manager is a full-time, on-site role based in Puchong. This role is responsible for managing and growing a portfolio of business clients by providing tailored wealth management and banking solutions, including deposits, investments, financing, and insurance-related products. The Business Wealth Manager will conduct regular client meetings, assess financial needs, recommend suitable products, and ensure high standards of service and compliance with regulatory requirements. Daily activities include prospecting and onboarding new business customers, monitoring portfolio performance, preparing proposals, and collaborating with internal teams such as credit, operations, and product specialists to deliver comprehensive solutions. The role also involves staying updated on market trends, maintaining accurate records, and contributing to sales targets and overall branch performance.

Qualifications

• Strong relationship management and client advisory skills, including the ability to understand business client needs and provide appropriate wealth and banking solutions.
• Solid knowledge of banking, investment, and financial products for business customers, with an understanding of risk management and regulatory compliance.
• Proficiency in sales, business development, and portfolio management, with the ability to meet performance targets in a structured banking environment.
• Effective communication, presentation, and negotiation skills, with the ability to engage confidently with business owners and decision-makers.
• Good analytical and problem-solving skills, including the ability to interpret financial information and make sound recommendations.
• Minimum diploma or bachelor’s degree in Finance, Banking, Business, Economics, or a related field; relevant professional certifications in wealth management or financial planning are an advantage.
• Prior experience in business banking, relationship management, or wealth management is highly beneficial; experience in the Malaysian market is a plus.
• Ability to work collaboratively with cross-functional teams, uphold ethical standards, and adapt to evolving customer needs and market conditions.