Priority Banking Relationship Manager

3 hours ago

Kuala Lumpur, Kuala Lumpur, Malaysia BTI Executive Search Full time

Job Title:
Priority Banking Relationship Manager

Portfolio:
Wealth Management

Location:
Malaysia (Multiple Locations)

Job Type:
Full Time

Job Description:

As a Relationship Manager, you will play a pivotal role in managing and growing the bank's High Net-Worth (HNW) & Ultra High Net-Worth (UHNW) customer base. You will be responsible for acquiring, retaining, and providing exceptional service to the bank's priority clients.

This position requires a dynamic professional who is passionate about financial planning and delivering top-tier wealth management solutions.

Key Responsibilities:

  • Acquire and retain a portfolio of priority clients, providing personalized wealth management services.
  • Cross-sell wealth management products and services to customers to meet their financial goals.
  • Collaborate with team members to achieve branch goals and business performance measures.
  • Provide exceptional customer service, ensuring all client needs are met promptly and efficiently.

Requirements:

  • Minimum of three (3) or five (5) years, depending on seniority of proven and progressive wealth sales experience or equivalent.
  • Strong understanding of financial planning fundamentals.
  • Excellent communication and interpersonal skills.
  • A proven track record in sales and customer service.
  • Must possess the necessary
    licenses
    such as
    PCE, CEILI, FIMM, TBE, and IPPC
    .

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