Relationship Manager, Premier Banking (Nationwide)

Salary undisclosed

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PRIMARY OBJECTIVE

Acquire new to Premier (NTP) customer to achieve sales/revenue/AUM targets assigned by the Bank and contribute towards the overall Premier Banking targets
To promote and professionally sell a range of wealth, investment and banca products to existing and potential customers
Prepare and provide sound advisory on wealth and financial planning
Maintain regular contacts and enhance banking relationship with customers for higher share of customers’ wallet
Participate in branch/region/Bank sales activities and campaigns to achieve deliverables

KEY RESPONSIBILITIES

Sales Planning & Activities

Prepare and pro-actively execute sales plans for prospective customers from Bank’s leads (LMS) and self-generated leads
Actively participate and collaborate with other sales personnel at PBC/branch/region on sales activities/campaigns for customer acquisition and retention
Prepare and provide investment & wealth financial advisory and assistance to customers for their investment/wealth portfolio management
Periodic review of customers’ investment portfolio and increase AUM
Plan and identify cross selling/up selling to increase customers’ PHR and revenue
Set appointments, sales visitations, prospecting and engagement with customers

Sales Management

Maintain regular contact with existing customers to foster closer relationship and for referrals
Work closely with Centre Manager, Branch Manager and Regional Sales Heads on sales activities, promotion and campaigns
Prepare and monitor sales performance and competitors analysis to Management
Compliance to Bank’s policy, procedures and observe sales code of ethics

REQUIREMENTS:

Degree holder
Certified Financial Planner certification (CFP)
Possess required Licensing i.e., PCE, CEILI, IPPC, FIMM
Minimum 2 years of sale experience preferably in wealth and banca products with FIs
Pleasant personality with excellent verbal and written communication skills
Possess relevant licenses required for the portfolio
Sales and results oriented
Good interpersonal and relationship building skills

HIRING BRANCH:

1.Klang Valley North (KVN)