Relationship Banking Expert, High Net Worth Clients
3 days ago
As a Priority Client Manager, you'll play a pivotal role in managing and growing our high-value customer base.
Your key responsibilities will include:
- Building and maintaining strong relationships with high net worth clients
- Identifying opportunities for cross-selling wealth management products and services
- Delivering exceptional customer experiences and ensuring client satisfaction
- Collaborating with the team to achieve business objectives and drive revenue growth
Requirements
To be successful in this role, you'll need:
- A minimum of five years of proven and progressive wealth sales experience or equivalent
- Strong understanding of financial planning fundamentals
- Excellent communication and interpersonal skills
- Ability to build strong relationships with clients
- Proven track record in sales and customer service
- Passion for delivering exceptional customer experiences
- Mandatory licenses (PCE, CEILI, FIMM, TBE & IPPC)
-
Klang, Selangor, Malaysia Standard Chartered Full timeRole OverviewWe're seeking an experienced Relationship Banking Expert to manage and develop relationships with high-profile clients, driving business growth and meeting strategic objectives.You'll provide exceptional customer service, financial solutions, and operational risk management while adhering to regulatory requirements.Main...
-
Klang, Selangor, Malaysia Standard Chartered Full timeWe're Looking for a Wealth Sales ProfessionalTo join our team as an Affluent Client Manager, you'll be responsible for acquiring and retaining a portfolio of high net worth clients.Your key responsibilities will include:Identifying and pursuing new business opportunitiesCross-selling wealth management products and servicesProviding exceptional customer...
-
Consumer Banking Advisor
4 days ago
Klang, Selangor, Malaysia OCBC Bank Full timeOCBC Bank is seeking a talented individual to join our Consumer Financial Services division as a Personal Financial Consultant.In this role, you will have the opportunity to work with a wide range of customers, including high net worth individuals, and provide them with expert financial advice and guidance.Your key responsibilities will include:Providing...
-
Wealth Sales Professional, Affluent Clients
3 days ago
Klang, Selangor, Malaysia Standard Chartered Full timeJob DescriptionWe're seeking an experienced Wealth Sales Professional to join our team as an Affluent Client Manager.Your main responsibilities will include:Managing a portfolio of high net worth clientsCross-selling wealth management products and servicesProviding exceptional customer service and building strong relationshipsContributing to the overall...
-
Relationship Banking Expert
3 days ago
Klang, Selangor, Malaysia Standard Chartered Full timeJob ProfileWe are seeking a Relationship Banking Expert to join our team, responsible for managing and developing relationships with high-profile clients to drive business growth and meet strategic objectives.The ideal candidate will have:Excellent communication and interpersonal skills: Ability to build strong relationships with clients and...
-
Personal Finance Expert
4 days ago
Klang, Selangor, Malaysia OCBC Bank Full timeWe are seeking a highly motivated and results-driven individual to join our team as a Personal Financial Consultant at OCBC Bank.In this role, you will have the opportunity to work with a diverse range of customers, including high net worth individuals, and provide them with expert financial advice and guidance.Your key responsibilities will...
-
Banking Relationship Manager
6 days ago
Klang, Selangor, Malaysia RHB Banking Group Full timeTahap SenioritiKey ResponsibilitiesAs an Insurance Sales Executive, our key responsibilities include:Maintaining regular contacts with customers to develop relationships and promote various life-insurance products.Preparing and proactively executing sales plans, cross-selling, up-selling, and engagement with customers for retention and referral.Participating...
-
Company Secretary and Compliance Officer
5 days ago
Klang, Selangor, Malaysia AdrianYeo Full timeRole Overview:We are a leading boutique Chartered Accountant firm serving high-growth SMEs, multinationals, and high-net-worth individuals. Our team of over 100 professionals offers a full range of services, including audit, accounting, taxation, and advisory.Responsibilities:Advisory ServicesProvide expert advice on corporate governance, legal frameworks,...
-
Wealth Management Professional
4 days ago
Klang, Selangor, Malaysia OCBC Bank Full timeAt OCBC Bank, our Consumer Financial Services division is seeking a talented individual to join our team as a Personal Financial Consultant.In this role, you will have the opportunity to work with a wide range of customers, including high net worth individuals, and provide them with personalized financial advice and guidance.Your key responsibilities will...
-
Financial Planning Specialist
4 days ago
Klang, Selangor, Malaysia OCBC Bank Full timeAs a Personal Financial Consultant at OCBC Bank, you will have the opportunity to serve almost 3 million customers across Singapore, Malaysia, Indonesia, and China.The Consumer Financial Services division of OCBC Bank offers an accelerated career path for aspiring graduates to become future leaders in consumer banking and wealth management.Your key...
-
Client Relationship Manager
3 days ago
Klang, Selangor, Malaysia Standard Chartered Full timeJob Description:This role involves engaging with clients to promote sales growth, enhance customer relationships, and drive business results. As a Client Relationship Manager, you will be responsible for managing assigned client lists, establishing meaningful connections, and providing tailored solutions to meet their needs.About the RoleAchieve sales...
-
Client Acquisition Specialist
3 days ago
Klang, Selangor, Malaysia RHB Banking Group Full timeKey AccountabilitiesRHB Banking Group seeks a skilled Client Acquisition Specialist to join our team. As a key contributor to our sales force, you will be responsible for acquiring new customers and expanding our market share.Main Tasks• Develop and execute sales strategies for acquiring new customers from Bank's leads and self-generated leads.• Engage...
-
Sales Relationship Manager
2 days ago
Klang, Selangor, Malaysia RHB Banking Group Full timeJob DescriptionThe successful Sales Relationship Manager will be responsible for developing and maintaining strong relationships with customers to sell banca products and promote life-insurance products under the exclusive Bancassurance Partnership.Key Responsibilities• Promote various types of life-insurance products under the exclusive Bancassurance...
-
Sales and Relationship Manager
3 days ago
Klang, Selangor, Malaysia RHB Banking Group Full timeJob DescriptionRHB Banking Group is looking for a highly motivated Sales and Relationship Manager to join our team. As a key player in our sales force, you will be responsible for building strong relationships with customers and driving revenue growth.
-
Banking and Insurance Specialist
2 days ago
Klang, Selangor, Malaysia RHB Banking Group Full timeAbout the RoleWe are looking for a highly motivated Banking and Insurance Specialist to join our team at RHB Banking Group. In this role, you will be responsible for selling banca products and promoting life-insurance products under the exclusive Bancassurance Partnership between RHB Bank and Tokio Marine.Key Responsibilities• Sell a wide range of banca...
-
Banking and Sales Specialist
5 days ago
Klang, Selangor, Malaysia RHB Banking Group Full timeJob DescriptionThis role requires a Sales Consultant to develop and maintain relationships with existing and potential customers, promoting the bank's products and services. The ideal candidate will have excellent communication and interpersonal skills, with a strong understanding of the local market and community.ResponsibilitiesRelationship BuildingBuild...
-
Retail Banking Executive
3 days ago
Klang, Selangor, Malaysia RHB Banking Group Full timeExecutive SummaryRHB Banking Group invites applications for the Retail Banking Executive position. As a key member of our sales force, you will be responsible for delivering exceptional customer experiences and driving business growth.Key Responsibilities• Develop and execute sales plans for acquiring new customers from Bank's leads and self-generated...
-
Compliance and Administration Officer
5 days ago
Klang, Selangor, Malaysia AdrianYeo Full timeCompany OverviewOur company is a boutique Chartered Accountant firm that provides a wide range of services including audit, accounting, taxation, and advisory services to international and local clients. We pride ourselves in servicing high-growth SMEs, Multinationals, and high-net-worth individuals.With over 28 years of experience in the Malaysian markets,...
-
Executive Director of Corporate Governance
5 days ago
Klang, Selangor, Malaysia AdrianYeo Full timeJob OverviewWe are a boutique Chartered Accountant firm that provides a full range of services in audit, accounting, taxation and advisory for international and local clients. Our team of over 100 highly motivated professionals has over 28 years of experience in the Malaysian markets.We pride ourselves on servicing high-growth SMEs, Multinationals, and...
-
Client Relationship Manager
5 days ago
Klang, Selangor, Malaysia Polymer Corporation Full timeWe're seeking a skilled Client Relationship Manager to join our team at Polymer Corporation. In this critical role, you'll be responsible for managing our full set of accounts, driving business growth, and expanding customer relationships through exceptional relationship-building and effective account management.