Manager, Wealth

Prudential

  • Kuala Lumpur
  • Permanent
  • Full-time
  • 2 months ago
Prudential’s purpose is to be partners for every life and protectors for every future. Our purpose encourages everything we do by creating a culture in which diversity is celebrated and inclusion assured, for our people, customers, and partners. We provide a platform for our people to do their best work and make an impact to the business, and we support our people’s career ambitions. We pledge to make Prudential a place where you can Connect, Grow, and Succeed.Job Summary
  • Commit and meet business objectives.
  • Motivate, coach and mentor the new and inexperienced sales consultants.
  • Train and develop the team and ensure an excellent standard of skills, knowledge and behavior.
  • Create a team base environment that could stimulate high levels of integrity and retention.
  • Plan the resources of the team, recruiting and selecting good quality consultants.
  • Build and maintain good business relationships with business partners.
JOB SCOPEThe position is responsible to support the sales head in driving sales performance, managing key partnerships and executing strategic initiatives across bancassurance channels. The role involves leading sales teams in wealth, ensuring compliance, and enhancing customer engagement to achieve canopy target.PRINCIPAL DUTIES & RESPONSIBILITIES:Assist in formulating and implementing sales strategies to drive bancassurance product performance across all branches.Lead, coach and support sales team to achieve assigned targets in APE and NBP.Monitor daily sales performance and provide timely feedback, support and intervention where needed.Coordinate closely with bank partners and internal stakeholders to ensure seamless product delivery and campaign execution.Conduct regularly sales meeting and performance reviews to build sales team capability.Analyze market trends, customer feedback and sales data to identify areas for improvement and innovation.Ensure all sales activities comply with internal policies and regulatory guidelines.JOB SPECIFICATIONSBachelor’s degree in Finance, Economics, Business Administration or related field (Master’s or professional certifications like CFP preferred)Minimum 10 years of relevant experience, with at least 5 in a leadership role in wealth managementStrong knowledge of investment products, financial planning and bancassurance.Sales and achievement-oriented with positive mindset and a good team-player.Excellent interpersonal, communication and strategic thinking skills.Passionate about supporting and coaching role.Prudential is an equal opportunity employer. We provide equality of opportunity of benefits for all who apply and who perform work for our organisation irrespective of sex, race, age, ethnic origin, educational, social and cultural background, marital status, pregnancy and maternity, religion or belief, disability or part-time / fixed-term work, or any other status protected by applicable law. We encourage the same standards from our recruitment and third-party suppliers taking into account the context of grade, job and location. We also allow for reasonable adjustments to support people with individual physical or mental health requirements.

Prudential