Deskripsi Pekerjaan
Join Affin Bank as a Team Leader, Business Wealth Sales in our Enterprise Banking division and lead a dynamic team to achieve regional wealth targets. In this pivotal role, you will be responsible for driving sales strategies that enhance our business wealth portfolio across the Klang Valley region.
As a Team Leader, you will develop and implement effective sales plans, mentor team members to achieve their full potential, and cultivate strong relationships with high-net-worth clients and corporate partners. Your expertise in wealth management solutions will be crucial in delivering personalized financial advice that meets the diverse needs of our enterprise clientele.
This position offers an exciting opportunity to shape the future of wealth sales at Affin Bank while advancing your career in a supportive and innovative banking environment. If you possess a passion for sales leadership and a deep understanding of wealth management products, we invite you to apply and contribute to our continued success.
Tanggung Jawab
- Lead, mentor, and motivate the business wealth sales team to achieve regional KPIs and targets
- Develop and implement proactive sales strategies to expand the bank's wealth portfolio
- Cultivate and maintain strong relationships with high-net-worth clients and corporate partners
- Provide expert guidance on wealth management products and solutions tailored to enterprise clients
- Monitor market trends and identify new business opportunities in the wealth management sector
- Prepare regular sales reports and performance analyses for senior management
- Ensure compliance with all regulatory requirements and internal policies
- Collaborate with other departments to enhance customer experience and service delivery
Kualifikasi
- Bachelor's degree in Finance, Business, Economics, or related field; advanced degree preferred
- Minimum 5-7 years of experience in wealth management or banking sales, with at least 2 years in a leadership role
- Proven track record of meeting or exceeding sales targets in the financial services industry
- Strong knowledge of wealth management products, investment solutions, and regulatory requirements
- Excellent communication, negotiation, and interpersonal skills
- Ability to analyze complex financial data and provide strategic insights
- Valid certification in wealth management or financial planning (e.g., CFP, CFA) is advantageous
- Proficiency in CRM systems and Microsoft Office applications