Relationship Manager, Wealth Management

Our Client is a leading foreign bank in Malaysia, globally recognized in the financial industry. We are committed to providing exceptional opportunities for career growth and development. Our dedication to excellence, innovation, and integrity sets us apart as an employer of choice.

Responsibilities:

• Deliver tailored wealth management products and services to meet the unique needs of target customers.
• Foster and sustain strong customer relationships to ensure a superior customer experience and satisfaction.
• Achieve assigned KPIs and revenue goals through proactive sales initiatives, including customer acquisition and cross-selling activities.
• Engage in sales, account opening, and service processes to support the branch in meeting its objectives.
• Implement effective action plans to cultivate new relationships, retain existing clients, and deepen customer portfolios.
• Ensure adherence to banking regulations and uphold the highest standards of integrity.
• Continuously analyze and review customer portfolios to identify opportunities for providing comprehensive wealth management solutions.

Requirements:

• Certification in FIMM, CEILI, IPPC is advantageous.
• Strong communication skills.
• Self-driven and independent.