Relationship Manager

An attractive Relationship Manager role in a reliable Financial Services company based in Kuala Lumpur has just become available.

About the Relationship Manager role:

You will manage, acquire, grow and deepen high-net-worth client relationships through effective relationship management.

Key Responsibilities:

• Drive revenue and AUM growth expectations through holistic financial planning, ensure a high level of sales and services of retail products based on needs based selling.
• Refer mortgage business to Mortgage Arranger (MA).
• Ensure best practice on wealth sales is being referred to peers and others.
• Ensure compliance with products and sales policies, procedures and guidelines set by the Bank and the relevant authorities are adhered and complied to at all times.
• Establish regular, timely, and clear communication with supervisor and/or clients, where needed.

Key Requirements:

• Candidate with experience in relationship Management of High-Net-Worth clients are preferred.
• A recognized tertiary Diploma / Degree qualification;
• Relevant licence in marketing wealth and investment products such as PCE, TBE, CEILLI, FIMM, IPPC is required.
• Evidence of strong sales track record insurance and investment products
• Sales oriented, driven to produce results.
• Highly skilled in influencing, networking and portfolio management skills
• Fluent in spoken English and Bahasa Malaysia; candidate with proficiency to converse in Mandarin / Cantonese would be an added advantage.

If you are a talented and focused professional seeking the right opportunity to take your career forward, this Relationship Manager position is the role for you.

Do note that we will only be in touch if your application is shortlisted.

Agensi Pekerjaan Robert Walters Sdn Bhd
Business Registration Number : 729828-T
Licence Number : JTKSM 423C