Strategic Business Wealth Advisor

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

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