Premier Relationship Manager

1 day ago

Kuala Lumpur Centre Kuala Lumpur, Malaysia Bank Islam Malaysia Berhad Full time 90,000 - 120,000 per year

Duties & Responsibilities:-

  • Responsible for acquiring and increasing the Assets Under Management (AUM) for Premier Wealth Banking customers.
  • Develop and manage relationships with Premier Wealth Banking customers.
  • Expand wallet share from both existing and new Premier Wealth Banking customers.
  • Assist clients in establishing wealth portfolios that adapt to market conditions.
  • Maintain a high level of professional integrity at all times.

Financial

  • To provide quality wealth advisory services and financial product recommendations to Premier Wealth Banking clients.
  • To enhance franchise value by cross-selling appropriate Wealth solutions based on advisory based approach.
  • To expand the Premier Wealth Banking Clients Francise by acquiring new Premier Wealth Banking Clients via contacts, referrals and marketing initiatives.

Service

  • To provide excellent customer experience to our Premier Wealth Banking Clients at all touch points via 3 distinctive service elements i.e. cared for, excellent and enhanced value.
  • To build sustainable relationship with Premier Wealth Banking Clients by timely follow-ups and anticipate customers' needs.
  • To proactively engage Premier Wealth Banking Clients to achieve continuous customer satisfaction level.

Compliance

  • To ensure adherence sales advisory to all related policies, regulatory risk and compliance matters including processes and procedures.
  • To ensure no operational and control lapses.
  • To ensure timely submission of both statutory and regulatory reports,
  • Ensure adherence and compliance to all internal policies/guidelines and external regulatory requirements.
  • Another duties/assignment as and when directed/assigned by the superior as per business requirement from time to time.

Job Requirements

  • Bachelor's degree in any field from a recognised higher education institution
  • 3 to 5 years of relevant experience in investment and/or relationship management.
  • Priority will be given to those with relevant licenses and certifications such as FIMM, TBE, and IPPC (with Modules 6 and 7); these are considered additional advantages.
  • Strong understanding of both financial and non-financial markets.
  • Priority states: Negeri Sembilan, Penang, Pahang, Terengganu, and Sabah
  • Must have own transport and be willing to travel.

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