Associate financial service manager(banca) Jobs

Wealth Executive
Hong Leong Bank —Bihar
- Full-time
- Sales
- Finance
- Analysis skills
Associate, Treasures Bancassurance Specialist, Consumer Banking Group
DBS Bank —Karur, Tamil Nadu
- Full-time
- Master's degree
- Bachelor's degree
- MBA
Senior Associate, Treasures Bancassurance Specialist, Consumer Banking Group
DBS Bank —Mumbai, Maharashtra
- Full-time
- Master's degree
- Bachelor's degree
- MBA

I want to receive the latest job alerts for associate financial service manager(banca)

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

associate financial service manager(banca) jobs near

Personal Banker jobs in Mumbai, Maharashtra

Trainer Personal Trainer jobs in Bengaluru, Karnataka

Personal Driving jobs in Coimbatore, Tamil Nadu

Personal Banker jobs in Kochi, Kerala

Formulation R&d, Personal Care, Cosmetics jobs in Chennai, Tamil Nadu

Personal Butler jobs in Anywhere

Treasurer jobs in Delhi, Delhi

Wealth Executive

Hong Leong Bank -
Bihar

Apply Now

Job details

Full-time

Qualifications

Financial planning
Wealth management
Sales
Finance
Analysis skills
Bachelor's degree
Bancassurance
Financial services
Communication skills
Banking

Full job description

If you are looking to excel and make a difference, take a closer look at us…

Financial Advisory: Conduct in-depth discovery sessions to accurately understand clients' risk tolerance, financial objectives, and time horizons to provide tailored recommendations.
Revenue Generation: Achieve key performance indicators (KPIs) by generating fee-based income through the strategic sale of wealth management products.
Market Intelligence: Stay updated on global market trends, interest rate shifts, and regulatory changes to provide proactive and timely advice to clients.
Portfolio Growth: Focus on growing the Bank's AUM through effective relationship management and acquisition of new-to-bank wealth clients.
Compliance & Risk: Ensure all transactions and client interactions strictly adhere to bank policies, internal SOPs, and industry regulations (e.g., PDPA, AMLCFT, and Shariah Governance).

Organizational (Organizational Responsibilities)

Building and maintaining close relationships with relevant stakeholders and supporting internal functions.
Adhere to department Standard Operating Procedures (SOP) in complying with audit, compliance, and regulatory guidelines.
Perform other responsibilities or projects assigned under the Group or Bank’s initiatives.

Jobholder Requirements
Education/Qualification

Minimum a Bachelor’s Degree or its equivalent in Finance, Banking, Business Management, or a relevant field.
Required certifications: PCE (Life/General), CEILLI, and FIMM/IPPC (Unit Trust/Banca) as applicable to the license requirements.

Experience

Wealth Executive: 0 - 2 years of sales experience in financial services.
Senior Wealth Executive / Associate Wealth Manager: 3 years and above of relevant experience in wealth management or priority banking.

Special Skills

Strong analytical and problem-solving skills with a focus on financial planning.
Excellent communication and interpersonal skills to build trust with high-net-worth clients.
Proactive, self-starting attitude with a strong drive for results.

About Hong Leong Bank

We are a leading financial institution in Malaysia backed by a century of entrepreneurial heritage. Providing comprehensive financial services guided by a Digital-at-the-Core ethos has earned us industry recognition and accolades for our innovative approach in making banking simpler and more effortless for our customers. Our digital and physical offerings span across a vast nationwide network in Malaysia, strengthened with an expanding regional presence in Singapore, Hong Kong, Vietnam, Cambodia, and China.

We seek to strike a balance between diversity, inclusion and merit to achieve our mission of infusing diversity in thinking and skillsets into our organisation. Candidates are assessed based on merit and potential, in line with our mission to attract and recruit the best talent available. Expanding on our “Digital at the Core” ethos, we are progressively digitising the employee journey and experience to provide a strong foundation for our people to drive life-long learning, achieve their career aspirations and grow talent from within our organisation.

Realise your full potential at Hong Leong Bank by applying now.

Apply Now

Refine Your Search

Wealth Executive

Associate, Treasures Bancassurance Specialist, Consumer Banking Group

Senior Associate, Treasures Bancassurance Specialist, Consumer Banking Group

I want to receive the latest job alerts for associate financial service manager(banca)

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected