Wealth Manager

Prudential Group; Kuala Lumpur; On-site; MYR 100,000 - 150,000; Full time

Job summary

A leading financial solutions provider in Asia seeks a Sales Performance Manager in Kuala Lumpur. This pivotal role focuses on driving sales performance, managing key partnerships, and enhancing team engagement within bancassurance channels. Candidates should possess a strong financial background alongside proven leadership experience and the ability to inspire sales teams toward success.

Benefits

Medical

Loans

Dental

Sports (e.g., Gym)

Vision

Festive Eve Leave (2 Days)

On-Boarding Welcome Package

Qualifications

• 10+ years of relevant experience with 5+ in a leadership role in wealth management.
• Strong knowledge of investment products and bancassurance.
• Passionate about supporting and coaching sales teams.

Responsibilities

• Assist in formulating and implementing sales strategies.
• Lead, coach, and support sales teams to achieve targets.
• Monitor daily sales performance and coordinate with bank partners.

Skills

Leadership

Sales Orientation

Strategic Thinking

Interpersonal Skills

Communication

Education

Bachelor’s degree in Finance, Economics, Business Administration

Master’s or professional certifications like CFP

Job description

Add expected salary to your profile for insights.

The position is responsible for supporting 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 management, ensuring compliance, and enhancing customer engagement to achieve canopy targets.

PRINCIPAL DUTIES & RESPONSIBILITIES:

• Assist in formulating and implementing sales strategies to drive bancassurance product performance across all branches.
• Lead, coach, and support sales teams to achieve targets in APE and NBP.
• Monitor daily sales performance and provide timely feedback, support, and interventions as needed.
• Coordinate with bank partners and internal stakeholders to ensure seamless product delivery and campaign execution.
• Conduct regular sales meetings and performance reviews to build 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 SPECIFICATIONS

• Bachelor’s degree in Finance, Economics, Business Administration, or related field (Master’s or professional certifications like CFP preferred).
• Minimum 10 years of 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 a positive mindset and a good team-player attitude.
• Excellent interpersonal, communication, and strategic thinking skills.
• Passionate about supporting and coaching roles.

Unlock job insights

Salary match | Number of applicants | Skills match

Your application will include the following questions:

• What’s your expected monthly basic salary?
• Which of the following types of qualifications do you have?
• Which of the following languages are you fluent in?
• How much notice are you required to give your current employer?
• How many years' experience do you have as a Sales Performance Manager?

A rewarding and fulfilling career awaits you.

At Prudential, we believe in making a difference.

Through the power of listening, we strive to build brighter futures for our customers, employees, and society.

Built upon the values of mutual respect and understanding, we aim to cultivate an environment where our people can flourish both professionally and personally.

As a leading provider of financial solutions in Asia, Prudential offers ample opportunities for you to succeed and expand your career horizons.

Perks and benefits include Medical, Loans, Dental, Sports (e.g., Gym), Vision, Festive Eve Leave (2 Days), On-Boarding Welcome Re.

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