Private Wealth Relationship Manager
2 weeks ago
- Service Private Wealth customers (AUM - RM 1,000,000).
- Promote the Bank's investment & deposit products and services to Private Wealth customers.
- Actively acquire New-to-Private Wealth (NTPW) customers.
- Provide fast and convenient off-site banking services to all clients.
- Run Private Wealth activities to increase membership and deposit sales.
- Deliver sales pitches / presentations.
- Build and maintain relationship with Private Wealth customers.
- Respond to queries and complaints in a timely manner.
- Identify and share new ideas and approaches to increase sales and enhance customer experience.
- Participate in continuous professional development program.
- Ensure compliance with applicable regulatory framework / guidelines and the Group's policies and procedures.
- A Degree in Finance, Economics, Business Administration or a related field.
- At least 5 years of experience managing client portfolios, providing financial advice and working closely with high-net-worth individuals.
- The applicant must have the IPPC license/certificate.
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