Wealth Manager in Johor Bharu Hub (Coronation Square, JB)

Private Advertiser; Johor Bahru; On-site; MYR 120,000 - 180,000; Full time

Job summary

Private Advertiser is seeking a Wealth Manager for the Johor Bahru hub (Coronation Square, JB). You will translate wealth management strategies into execution, coach WMAs, and drive sales productivity while ensuring regulatory compliance.

You will analyze market dynamics, manage staff capacity, and monitor performance to meet branch targets and enhance customer value and AUM. Strong leadership and communication are essential.

Qualifications

• Bachelor's Degree in Banking / Business Finance / Commerce (or equivalent) or meeting Wealth Management criteria
• Minimum 10 years in Private/Affluent/Premier Banking with progressive retail sales experience
• Preferable Private / Affluent / Premier Banking Branch Management experience
• Must possess Unit Trust license (CUTE) – compulsory
• Possess Takaful / Insurance certification e.g. CEILLI, TBE – compulsory
• Professional Qualification e.g. CIFP, IPPC – added advantage
• Robust understanding of wealth management and sales strategies to meet targets
• Strong communication, interpersonal and presentation skills
• Must be a team player, energetic and result-oriented

Responsibilities

• Translate Wealth Management strategic initiatives into execution
• Coach Wealth Management Advisors (WMAs) and drive sales productivity
• Ensure compliance with regulatory and internal governance requirements
• Achieve targets and contribute to branch business and bottom line
• Analyze market, resources and staff capability to devise sales plans
• Monitor daily/weekly/monthly sales performance and report progress
• Manage Rakyat XClusive Centre as a one-stop wealth management provider
• Ensure staff leaves comply with policy, SOP and guidelines

Skills

Wealth management

Sales leadership

Staff coaching

Interpersonal skills

Presentation skills

Teamwork

Customer orientation

Education

Bachelor's degree in Banking/Business Finance/Commerce

Unit Trust license (CUTE)

Takaful / Insurance certification (CEILLI/TBE)

Professional Qualification (CIFP/IPPC)

Tools

Microsoft Office

Job description

Wealth Manager in Johor Bharu Hub (Coronation Square, JB)

Manage the Rakyat XClusive Sales and Operations to achieve revenue targets for the Rakyat Xclusive, Coronation Square JB. Promote usage of sales methodology, Main Branch as well a Wealth Management financial journeys to achieve targets. Build and develop staff competencies and sales & services qualities. Reporting to the Branch manager, responsible for strategically planning, leading, organizing and executing all Rakyat XClusive business initiatives to grow customer value and Asset Under Management (AUM).

The role is responsible for translating Wealth Management strategic initiatives into execution, coaching Wealth Management Advisors (WMAs), driving sales productivity, and ensuring compliance with all regulatory and internal governance requirements.

Responsible in achieving targets and contribute towards the branch’s business and bottom line, in line with the bank’s Wealth Management targets as well as to enhance sales staff performance and productivity. Ability to analyze market, resources and sales staff capability to devise structured and effective sales plan for execution.

Responsible in continually monitoring the team’s daily/weekly/monthly sales performance against plan, and keeping the branch manager regularly informed of the progress.

Effectively manages the Rakyat XClusive Centre as a one stop Wealth Management solutions provider for customers.

Manage subordinates’ capacity to ensure sufficient staff in handling work capacity.

Ensure compliance and adherence of subordinates leaves on policy, SOP and guidelines

Minimum Bachelor's Degree in Banking / Business Finance / Commerce (or equivalent) or meeting certain criteria set by Wealth Management & Retail Banking

Minimum 10 years working experience in Private / Affluent / Premier Banking, progressive financial services and retail sales experience

Preferable experience in Private / Affluent / Premier Banking Branch Management.

Possess Takaful / Insurance certification e.g CEILLI, TBE – compulsory

Possess Unit Trust license (CUTE) – compulsory.

Possession of professional Qualification e.g. CIFP, IPPC; are an added advantage.

Robust understanding of wealth management and sales strategies in meeting the target set by management.

Ability to work under pressure in meeting deadlines and targets.

Strong sales orientation, networking, and portfolio management skills.

Strong customer orientation with good communication, interpersonal, and presentation skills.

Must be a team player, energetic and result-oriented.

Set and maintain high standards of professionalism, work ethics, and team spirit.

Able to work independently with minimum supervision.

Adequate skills in Microsoft Office and computer applications.

Strong knowledge in the Wealth Management overview