Relationship Manager

8 months ago


Kuala Lumpur, Malaysia Elabram Full time

Job Description
Responsible to acquire and grow portfolio AUM of Priority clients, working with the broader branch and wealth specialist teams to ensure achievement of business KPIs.
Drive activation of new Affluent/potential Affluent clients through new acquisitions, upgrading existing clients, and acting upon New to Bank (NTB) referrals from existing clients.
To foster and deepen client relationship by providing professional wealth advisory, through regular market information updates and trend analysis on investment instruments to help them make better investment decisions
To collaborate with the Business Banking (BB) team to plan, target and cross-sell integrated SME financial services to Priority clients who are self-employed professionals and businessmen.
Embrace digital and technology in banking solutions with the objective of promoting highly efficient, fast, and accurate services to our customers.
Ensure compliance with products and sales policies, procedures and guidelines set by the Bank and the relevant authorities are adhered and complied to at all times.
Requirement
Bachelor’s degree, in any field, from an accredited university / colleges.
Experience in promoting Retail Banking and Wealth Management in a dedicated client relationship role
Priority is given to those with licenses and related accredited certifications (PCE, CEILI, CUTE, IPPC, FIMM).
Possess good interpersonal and communication skills; able to deliver high quality customer service.
Job Information
Industry
NORMAL
Employment
Position Level
Manager - Department
Working Hour
Language
Mandarin, English, Melayu


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