Personal Wealth Banking Executive

Inter Island Group; Kuala Lumpur; On-site; MYR 60,000 - 120,000; Full time

Benefits offered by this job

Annual leave

Medical coverage

Flexible benefits

Certification support

Staff loans

Credit card waiver

Job summary

Inter Island Group is seeking motivated professionals to join our Personal Wealth Banking team in Malaysia. Roles include Executive or Relationship Manager, focusing on wealth management and financial advisory. You will build client relationships, advise on planning and investments, and strive to meet sales targets with compliant service.

We offer training, flexible benefits, and opportunities for long-term career growth, including overseas relocation.

Qualifications

• Bachelor's degree in any discipline.
• Candidates with up to 5 years of working experience are welcome to apply.
• Candidates without prior banking experience are encouraged to apply.
• Experience in sales, customer service, relationship management, or financial services is an advantage.
• Knowledge of wealth management, financial planning, or investment products is preferred.
• Strong communication and interpersonal skills, with professional English communication abilities.
• Self-motivated, proactive, and results-driven.
• Comfortable working in a sales-driven environment and achieving individual targets.
• Willing to undergo professional training and obtain relevant certifications as required.
• Willing to relocate and pursue a long-term career opportunity overseas.

Responsibilities

• Build and maintain strong client relationships to understand financial needs.
• Introduce and recommend suitable financial planning, investment, and wealth management products.
• Identify opportunities to acquire new clients and grow existing client relationships.
• Achieve individual sales targets while maintaining high standards of customer service.
• Provide professional financial advisory services based on clients' needs and objectives.
• Ensure client documentation and advisory activities comply with internal policies and applicable regulatory requirements.

Skills

Communication skills

Relationship building

Sales mindset

English proficiency

Education

Bachelor's degree

Job description

We are hiring motivated and customer-focused individuals to join our client's Personal Wealth Banking team. This opportunity is suitable for candidates interested in banking, wealth management, and financial advisory.

Depending on your experience and qualifications, you may be considered for an Executive or Relationship Manager position.

KEY RESPONSIBILITIES

Build and maintain strong relationships with clients to understand their financial needs and goals.

Introduce and recommend suitable financial planning, investment, and wealth management products.

Identify opportunities to acquire new clients and grow existing client relationships.

Achieve individual sales targets while maintaining high standards of customer service.

Provide professional financial advisory services based on clients' needs and objectives.

Ensure client documentation and advisory activities comply with internal policies and applicable regulatory requirements.

JOB REQUIREMENTS

Bachelor's degree in any discipline from a recognised university.

Candidates with up to 5 years of working experience are welcome to apply.

Candidates without prior banking experience are encouraged to apply.

Experience in sales, customer service, relationship management, or financial services is an advantage.

Knowledge of wealth management, financial planning, or investment products is preferred.

Strong communication and interpersonal skills, with professional English communication abilities.

Self-motivated, proactive, and results-driven.

Comfortable working in a sales-driven environment and achieving individual targets.

Willing to undergo professional training and obtain relevant certifications as required.

Willing to relocate and pursue a long-term career opportunity overseas.

BENEFITS

• Annual leave and additional leave benefits, subject to eligibility.
• Medical coverage, annual health screening, and flu vaccination.
• Flexible benefits, subject to job grade and eligibility.
• Professional certification support, including study leave and reimbursement.
• Staff loans at preferential interest rates, subject to terms and conditions.
• Annual credit card waiver, subject to applicable terms.

*Only shortlisted candidates will be notified.