jobs in Inter Island Group

Kerja Sepenuh Masa, Personal Wealth Executive di Inter Island Group Federal Territory - Maukerja

KL City, Federal Territory

Kongsi
Simpan

Lokasi Kerja

  • Jalan Sultan Mizan Zainal Abidin, Kompleks Kerajaan Kuala Lumpur Federal Territory Malaysia

Penerangan Kerja

Tanggungjawab

The Opportunity


We are looking for a motivated and customer-focused Personal Wealth Relationship to join a Personal Wealth Banking team.


This is an excellent opportunity for graduates till 5 years of working experience who are interested in developing their careers in wealth management and financial services.


What You'll Be Doing


  • Provide financial advice and recommend suitable investment and wealth management solutions based on clients’ needs and financial goals.
  • Build and maintain strong client relationships to support customer satisfaction, trust, and long-term business growth.
  • Achieve individual sales targets while delivering quality customer service and financial advisory support.
  • Ensure advisory activities and documentation comply with the Bank’s internal policies, operational procedures, and applicable regulatory requirements, including the Financial Advisers Act (FAA).
  • Complete all required documentation accurately and within established timelines.


What We're Looking For


  • Recognised university degree.
  • Fresh graduates and candidates with up to 5 years of working experience are encouraged to apply.
  • Sound knowledge of wealth management, financial planning, and investment products.
  • Strong communication and interpersonal skills, with the ability to build relationships with clients and internal stakeholders.
  • Self-motivated, proactive, and results-oriented, with a commitment to achieving sales targets.
  • Able to work independently, take initiative, and manage responsibilities with minimal supervision.
  • Willing to work overseas.

Peringatan Penting

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