Senior Wealth Management Relationship Manager

2 weeks ago


Ipoh, Perak, Malaysia Jobs via eFinancialCareers Full time
About the Role

We are seeking a talented and experienced Wealth Banking Specialist to join our team and contribute to the growth and success of our Retail High Net Worth clients.

Key Responsibilities
  1. Build and Maintain Relationships: Develop and maintain strong relationships with our High Net Worth clients, providing them with personalized and proactive financial services to meet their wealth management needs.
  2. Market and Sell Wealth Products: Market and sell a range of wealth products, including investment products, bancassurance, and structured products, to our clients.
  3. Acquire and Grow Customer Relationships: Identify and acquire new High Net Worth clients, and grow existing relationships to increase revenue and portfolio growth.
  4. Collaborate with Cross-Functional Teams: Work closely with our Investment Consultant team, Product Owner, and other cross-functional teams to provide comprehensive financial services to our clients.
  5. Support Business Growth: Contribute to the growth and success of our Retail High Net Worth business, by identifying opportunities to increase revenue and portfolio growth.
Requirements
  1. Education and Licenses: Possess a Diploma or Degree in any field, and hold relevant licenses such as PCE (Life), PCE (General), CIELI, FIMM/FMUTM, and IPPC.
  2. Experience and Skills: Have a strong track record of sales and wealth product knowledge, with good interpersonal and communication skills.
  3. Culture and Values: Be passionate about success, and keen to work in a sales-driven environment with a strong culture of collaboration and merit-based assessment.
About Us

We are a leading financial institution in Malaysia, backed by a century of entrepreneurial heritage. We provide comprehensive financial services guided by a Digital-at-the-Core ethos, and are committed to attracting and recruiting the best talent available.



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