Vice President - Malaysia - Crowe Malaysia PLT

Description

BOS Wealth Management Malaysia Berhad (a subsidiary Bank of Singapore)

BOS Wealth Management Malaysia Berhad opens doors to new opportunities. Join us and build your career with BOS Wealth Management Malaysia Berhad. At BOS Wealth Management Malaysia Berhad, we are constantly on the lookout for exceptional individuals to join our team. We promote a culture of openness, teamwork and fairness. Most importantly, we invest in our people through our programmes that develop them on both professional and personal levels. Besides attractive remuneration packages, we offer non-financial benefits and opportunities to develop your potential. If you have passion, drive and the will to succeed, rise to the challenge today

We are looking for Vice President - Ultra High Net Worth Clients , Corporate & IUTAs.

Position Overview

We are seeking a dynamic and experienced Vice President role , with a proven track record in corporate sales, ultra high net worth client management, asset management, private banking, and experience with IUTA. The successful candidate will be responsible for cultivating and managing relationships with corporate and high net worth clients, driving business development initiatives, and expanding our network of clientele.

Key Responsibilities

• Develop and implement strategic sales plans to acquire and retain corporate clients and ultra high net worth individuals.
• Identify new business opportunities and build strong relationships with key decision-makers within target companies and high net worth individuals.
• Provide comprehensive financial advisory services to clients, including investment planning, wealth management, and risk management solutions.
• Collaborate with internal teams to ensure seamless delivery of products and services to clients.
• Stay abreast of industry trends, market developments, and competitor activities to identify potential opportunities and threats.
• Act as a trusted advisor to clients, offering expert guidance and personalized solutions to meet their financial goals and objectives.
• Drive revenue growth and achieve sales targets by effectively cross-selling and upselling financial products and services.
• Leverage existing network and actively expand contacts within the corporate and high net worth community to generate leads and referrals.

Qualifications

• Bachelor's degree in Business Administration, Finance, Economics, or related field. Master's degree or CFA designation encouraged.
• Minimum of 7 years of relevant experience in corporate sales, ultra high net worth client management, asset management, private banking, and IUTA sales.
• Proven track record of success in building and managing relationships with corporate clients and high net worth individuals.
• Strong understanding of financial markets, investment products, and wealth management solutions.
• Excellent communication, negotiation, and presentation skills.
• Demonstrated ability to work independently, as well as collaboratively in a team environment.
• Extensive network of corporate and high net worth clientele.
• Ability to thrive in a fast-paced and dynamic environment, with a high degree of initiative and adaptability.

Primary Location

Petaling Jaya, Selangor, Malaysia

Job

Vice President - Ultra High Net Worth Clients , Corporate & IUTAs

Organization

BOS Wealth Management Malaysia Berhad

Schedule

Permanent

Full-time

Job Posting

09-Mar-2024,11:23:02 PM