Relationship Manager

1 week ago

Petaling Jaya, Malaysia Richdale International Executive Search Full time

**Job Summary**

You'll be responsible for managing and developing relationships with high-profile clients to drive business growth and meet the bank's strategic objectives. You'll provide exceptional customer service with the provision of financial solutions while managing operational risk and regulatory requirements.

**About Wealth and Retail Banking**

Wealth and Retail Banking (WRB) serves more than 11 million clients in many of the world’s fastest-growing markets. Our client continuum spans from Mass Retail to Affluent, including high-net worth clients served by our Private Bank. We leverage digital banking channels with a human touch to provide clients with differentiated products and services such as deposits, payments, financing, wealth management and personalised advice. We also support small business clients with their business banking needs.

As an Affluent Relationship Manager, you will play a pivotal role in managing and growing our high-value customer base. You will be responsible for:

- Acquiring and retaining a portfolio of priority clients.
- Cross-selling wealth management products and services to customers.
- Able to providing exceptional customer service and building strong relationships with clients.
- Able to contributing to the overall success of the branch by achieving business performance measures.

**Job Requirements**:

- You must have a minimum of Five (5) years of proven and progressive wealth sales experience or equivalent.
- You must have a strong understanding of financial planning fundamentals
- Excellent communication and interpersonal skills
- You must have an ability to build strong relationships with clients.
- Proven track record in sales and customer service
- Passion for delivering exceptional customer experiences.
- Must possess the required licenses ie. PCE, CEILI, FIMM, TBE & IPPC

**Offer**:

- Cross-border experiences
- Flexible and hybrid working practices.
- Benefits and Resources
- Talent Development

Pay: RM5,500.00 - RM13,000.00 per month

Schedule:

- Monday to Friday
- Weekend jobs

Supplemental Pay:

- Commission pay

**Experience**:

- proven and progressive wealth sales experience or equivalent: 5 years (preferred)

Work Location: In person

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