Insurance Advisory Specialist, Wealth Management

Job Title: Insurance Advisory Specialist, Wealth Management
Contract Type: Permanent
Location: Kuala Lumpur, Malaysia
Salary: Negotiable
Reference: 531985
Contact Name: Sheong Lam Liew
Contact Email:
Job Published: May 07, 2018 05:51

Job Description

A reputable regional bank with large presence within wealth management in ASIA is hiring for its Malaysian business. With an exciting proposition coupled with strategy to leverage on economic recovery, wealth management segment remains an important fee income contributor to the institution. Be part of this exciting journey ahead!

Key Responsibilities:

  • To work with Relationship Managers in achieving the target number of referrals and Benefit Illustrations generated
  • To achieve the target conversion ratio - percentage of successful closure - and target product mix as stated by business segment
  • To train the Relationship Managers via regular training, workshops and case-studies in order to deliver on product knowledge, insurance proposition/pitch, processes and sharing of new ideas
  • To generate ideas and action plan on increasing sales activity and other relevant financial drivers)
  • To conduct fact find, insurance need analysis for clients and ensure prompt advise and solutions are offered to clients

Apply for this job

  • Click the Apply Button below, and submit your CVs in MS word with your Current Salary detail

If you are interested in exploring this role further, please send your resume to Sheong Lam Liew at