Relationship Banking Expert, High Net Worth Clients

3 days ago


Klang, Selangor, Malaysia Standard Chartered Full time
About the Role

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:

  1. Building and maintaining strong relationships with high net worth clients
  2. Identifying opportunities for cross-selling wealth management products and services
  3. Delivering exceptional customer experiences and ensuring client satisfaction
  4. 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)


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