Private Wealth Manager

Great Eastern; Kuala Lumpur; On-site; MYR 90,000 - 130,000; Full time

Job summary

Great Eastern in Malaysia seeks a dynamic sales leader to drive growth of affluent and mass affluent segments through collaboration with distribution partners, delivering exceptional service and sales performance.

You will coordinate with marketing, product, and operations to ensure compliant sales activities, travel across Malaysia as needed, and lead end-to-end customer servicing.

Qualifications

• Minimum 5 years in financial services sales with strong life insurance expertise.
• Excellent communication, customer engagement, and influencing skills.
• Independent, self-driven with outstanding interpersonal skills.
• A recognised tertiary education; life insurance qualifications are an advantage.

Responsibilities

• Solicit sales activities from distribution partners and drive product take-up.
• Ensure end-to-end sales and customer servicing, including post-sales services.
• Coordinate sales, service, client events, and marketing with distribution partners.
• Work with product management and operations to align on business strategy.
• Ensure compliance with regulatory requirements.
• Travel across Malaysia for sales and marketing activities, if required.

Skills

Communication skills

Customer engagement

Influencing skills

Interpersonal skills

Self-motivated

Education

Tertiary education

Life insurance qualifications

Financial planning qualifications

Job description

A dynamic and results-driven personnel to lead business growth initiatives for the affluent and mass affluent segments through strategic collaboration with our distribution partners. This role is responsible for driving sales performance, ensuring exceptional customer service, and supporting marketing and engagement activities across Malaysia.

• Actively solicit sales activities from distribution partners and drive product take-up rates.
• Ensure efficient and effective end-to-end sales and customer servicing activities, including post-sales services.
• Coordinate and support sales, service, client events, and marketing activities, together with our distribution partners.
• Pro-actively work with relevant functions including product management and operations to align on business strategy and product aspects.
• Ensure all sales and marketing activities are conducted in-line with compliance and regulatory requirements.
• Travel around across Malaysia for sales and marketing activities, if required.

We are looking for people with

• A recognised tertiary education, relevant certifications with life insurance related qualifications and financial planning qualifications is an advantage too.
• Minimum 5 years of experience in financial services sales, with strong expertise in life insurance products.
• Excellent communication, customer engagement, and influencing skills.
• Independent, self-driven with outstanding interpersonal skills.

How you succeed

• Champion and embody our Core Values in everyday tasks and interactions.
• Demonstrate high level of integrity and accountability.
• Take initiative to drive improvements and embrace change.
• Take accountability of business and regulatory compliance risks, implementing measures to mitigate them effectively.
• Keep abreast with industry trends, regulatory compliance, and emerging threats and technologies to understand and highlight potential concerns/ risks to safeguard our company proactively.

Who we are

The Great Eastern Labuan Company Limited, a subsidiary of Great Eastern Holdings Limited, delivers insurance solutions to meet the needs of its customers.

Founded in 1908, Great Eastern is a well-established market leader and trusted brand in Singapore and Malaysia. With over S$100 billion in assets and more than 16.5 million policyholders, including 12.5 million from government schemes, it provides insurance solutions to customers through three successful distribution channels – a tied agency force, bancassurance, and financial advisory firm Great Eastern Financial Advisers. The Group also operates in Indonesia and Brunei.

Great Eastern is a subsidiary of OCBC, the longest established Singapore bank, formed in 1932. It is the second largest financial services group in Southeast Asia by assets and one of the world’s most highly-rated banks, with an Aa1 rating from Moody’s and AA- by both Fitch and S&P. Recognised for its financial strength and stability, OCBC is consistently ranked among the World’s Top 50 Safest Banks by Global Finance and has been named Best Managed Bank in Singapore by The Asian Banker.