Financial Solutions Expert

2 weeks ago


Kuala Lumpur, Kuala Lumpur, Malaysia TIME's group Full time

Company Overview:

TIME's group is a leading provider of financial services, dedicated to helping our clients achieve their financial goals. We are committed to delivering exceptional customer service and building long-term relationships with our clients.

Job Summary:

We are seeking a skilled Relationship Manager to join our team, responsible for building and maintaining relationships with HNW clients, providing them with expert financial advice and solutions.

Key Responsibilities:

  • Develop and execute strategies to attract and retain HNW clients.
  • Conduct regular reviews with clients to understand their financial goals and objectives.
  • Provide personalized financial solutions and recommendations to meet clients' needs.
  • Stay up-to-date with market trends and regulatory changes to ensure compliance.

Requirements:

  • Possess relevant certifications such as PCE, MTA, FIMM, IPPC, etc., which are an added advantage.
  • Show a strong interest in financial planning, investment, lending, and sales.
  • Demonstrate a solid understanding of financial and non-financial markets, along with excellent communication and interpersonal skills.
  • Possess good social networking skills and deliver high-quality customer service.
  • Multilingual skills are an added advantage.
  • Possess own transportation and be willing to travel.


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