Wealth Management Professional

5 days ago


Kuala Lumpur, Kuala Lumpur, Malaysia Alliance Bank Malaysia Berhad Full time

About the Position

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  • This is a wonderful opportunity to become part of our esteemed Wealth Management Professional team at Alliance Bank Malaysia Berhad.

Job Summary

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  • Sales and marketing of deposits and FOREX; meet financial and investment needs of SME segments

Main Responsibilities

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  • Actively drive for deposits on existing to Bank & new to Bank, identify business opportunities and ensure targets allocated met.

Key Accountabilities

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  • Monitor and execute the action plans in achieving overall deposits target allocated.
  • Promote cash management solutions to business clients in the SME segments

Responsibilities

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  • Build pipelines through calls/prospecting potential cash management clients to achieve closures/mandated deals.

Performance Metrics

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  • Participate in sales campaigns and other promotional sales events
  • Perform cash management solutions presentation to clients based on the initial findings of their needs.

Requirements

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  • Prepare proposal and tailor cash management solutions based on client's needs.
  • Ensure high standard of customer service in line with the quality and standards set by the Bank

Working Relationships

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  • Support business partners for joint marketing calls and cross-sell/up-sell cash management solutions to clients

Team Dynamics

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  • Work closely with business partners for customer referrals and conduct training to instill product knowledge and deepen clients' relationships and customer's share of wallet – SME & Transaction Banking & A@work

Skills and Knowledge

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  • Ensure completeness of the necessary documentation for account opening and registration and set up for implementation of solutions. Ensure compliance with the policies and procedures set by the Bank

Preferred Qualifications

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  • Obtain market intelligence, establish network and update database of competitor's offering.
  • Collate feedback on any product requirements or any issues to Product & Distribution team.

Education and Qualifications

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  • Experience in sales and marketing to a wide range of customers.
  • In-depth knowledge of Cash Management product range including relevant branch, operational, and customer service environments


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