Assistant Relationship Manager
1 day ago
Assist relationship manager in portfolio management, portfolio research and preparing
management reports.
- Provide policy illustration for advisors.
- Analyze clients requirements and manage client communication, and prepare required
documentation.
- Assist in designing appropriate relationship plans to generate new business.
- Manage onboarding and submission documents for Private Bankings.
- Furnish Insurance proposals and submissions.
**Requirements**:
- Possess Bachelor’s Degree/Diploma in Economics, Business, Marketing or any other
related field.
- Able to speak and write Mandarin and English
- Proficient in Microsoft Office Applications especially Microsoft Excel and Word.
- Able to follow instructions and work independently.
- Fresh graduates are encouraged to apply.
**Salary**: RM1,800.00 - RM2,000.00 per month
Schedule:
- Day shift
Ability to commute/relocate:
- Petaling Jaya: Reliably commute or planning to relocate before starting work (required)
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