Relationship Manager

6 days ago


Kuala Lumpur, Malaysia HR First Sdn Bhd (Recruitment Firm) Full time

**Job Descriptions**

**1. Relationship Management**

To develop and maintain professional customer relationships high net-worth clients.

Be the primary contact person for the customer on all queries relating to investment products and services.

Foster customer relationship by adopting an advisory role to provide value added services.

Provide after sales service to strengthen relationships and ensure consistent delivery of regular updates and communication.

To ensure service excellence by providing excellent customer experience

**2. Business Development**

To develop new business relationships by identifying suitable prospects and using various means of communication and visits to seek out suitable business opportunities.

Delivering professionally written proposals and presentations to clients

To achieve revenue target via various marketing initiatives

**3. Reports** - To prepare monthly reports, audit confirmation and any ad-hoc reports, as required.

**4. Compliance **- To adhere diligently on all policies, documentary processes procedures and requirement. To ensure no lapses in control requirement and submit reports, both statutory and regulatory on a timely manner.

**Requirements**:

- Strong analytical skills, including strong ability to analyze and understand financial statements.
- Good understanding of the domestic and regional business environment will be an advantage.
- Possess strong interest in financial planning and investment products. Keen to work in a sales driven environment.
- Motivated, self-driven individual with strong commitment to integrity, professionalism with desire to achieve goals and targets.
- Proactive team player and able to work independently.
- Able to perform work under pressure in meeting tight deadlines.
- Preferably with 5 years’ experience in sales and client relationship management.
- Good persuasive communication and interpersonal skills in English (both verbal and written). Knowledge of other language is a plus
- Good interpersonal and communication skills and able to interact with people at all levels.
- Good skills in Networking, Financial Analysis, Sales, Proactive, Energetic, Integrity and possess good business acumen.
**Work location**: Mont Kiara, Kuala Lumpur

**Job Types**: Full-time, Permanent

**Salary**: RM6,000.00 - RM8,000.00 per month

Schedule:

- Day shift



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