Director, Wealth Partners

  • Sector: 银行和金融
  • Contact: Mirosha Soms
  • Client: Monroe Consulting Group
  • Location: Malaysia
  • Salary: Negotiable
  • Expiry Date: 06 May 2025
  • Job Ref: BBBH476319_1738740415
  • Contact Email: mirosha.s@monroeconsulting.com.my

Executive recruitment company Monroe Consulting Group's Professional Division is partnering with a leading financial institution that is making its mark in the investment realm. Our esteemed client is seeking an experienced professional to be their Director of Wealth Partners for their wealth and advisory team.

Job Responsibilities:

  • Managing and leading the department in sales and recruitment of UT consultants.
  • Managing the department to be in line with the company vision
  • Buildup/groom the department agency force via servicing existing agents and development/recruit potential/new agents.
  • Leading the department and agency force in achieving/working towards the Company's targeted sales KPI and other objectives.
  • Provide training, guidance, and support to Business Development Managers.
  • Plan marketing, corporate and sales campaigns to continuously drive the department to foster relationship and build the development of the department.
  • To provide market intelligence to formulate effective sales strategies to address market competition for the department.
  • To update, provide feedback to the Chief Sales and Regional Officer on any issues, any opportunities sighted, lacing in processes, procedures and recommend change.
  • Pro-actively initiate and roll out approved promotional program to drive sales productivity for the department.
  • Manage attrition and growth of AUA of the department-managing the product growth.
  • To ensure compliance whilst marketing all funds to business partners at all business levels.
  • To ensure usage of sales systems and sales reports are submitted promptly by Business Development Managers.
  • All other matters ancillary to the above.
  • To perform any other related duties that management may require from time to time


Job Requirements:

  • Degree in Business, Economics, Sales, Finance, or its equivalently.
  • Preferably 5 years of working experience in similar fields.
  • A team player, proactive and self-starter.
  • Good communication and presentation skills.
  • Possess own transportation and willing to travel.