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Relationship Manager, Wealth

2 weeks ago

Kuala Lumpur, Kuala Lumpur, Malaysia alrajhi bank Malaysia Full time 80,000 - 120,000 per year

Overall

Responsible to achieve fee income on wealth & investment targets.

What you will do

  • Single touch point to serve the high net worth individuals to fulfill their financial & banking needs via financial planning & customized wealth solutions.
  • Ensure achievement of targets assigned
  • Work with Branch Manager to ensure sales activities are in line with business direction
  • Review performance with Branch Manager.
  • Grow the AUM, fee income, profitability & customer base through active acquisition & prospecting of NTB high net worth individuals in the target market group
  • Source for new business/customers
  • Build rapport/enhance relationship with customers
  • Joint sales marketing with Branch Manager
  • Retain existing customers; grow share of wallet with the bank through cross-selling
  • Ensure consistent delivery of high quality services to customers through meeting or exceeding customer expectation guided by the service level agreement, efficient / accurate standards and good business processes/ judgments.
  • Ensure strict compliant to the Bank's standard policy and procedures, internal control and compliance, regulatory requirements and AMLA/CFT.
  • Deliver good customer service and follow up.
  • Ensure all customer complaints and feedback being resolved within TAT.

Qualifications

  • Qualification - Degree from any university
  • Minimum qualification – Diploma but must have at least 2 years' experience in sales
  • Candidates must have experience in branch sales and operations
  • Vast knowledge in latest compliance, regulatory requirements and AMLA/CFT
  • Proven track record in sales performance.
  • Strong MS Excel skills
  • Able to work in tight deadlines and stressful situation
  • Ability to multi-task
  • Good command of English