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Relationship Manager, Premier Wealth

Salary undisclosed

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Role: Relationship Manager, Premier Wealth

Location: Few branches available (will discuss further)

Company: Banking

Job Description

Provide a complete range of on investment products and services offering to meet the needs of affluent customers with investable asset

Job Responsibilities

  • To develop new business opportunities.
  • To sell client products & 3rd party products & services.
  • Build and maintain close business relationship with the High Net Worth (HNW customers in providing value added investment.
  • Involve and implement operational & marketing activities of Premier Wealth Centre.
  • Handle all credit applications as well as the operational transactions within the permitted authority limit.
  • Be guided by Certified Financial Planner (CFP) rules and regulations in providing investment advisory to affluent customers.

Job Skills

Obtained-licenses: FIMM,-IPPC,-PCE.-CEILI,-TBE (at least 2 or 3)

Job Requirements

  • Minimum 2 years of experience in the sales related field is required for this position.
  • Broad knowledge of banking products.
  • Possess good interpersonal and relationship building skills with strong self-assured and confident.
  • Able to think creatively, results oriented and high performance driver.
  • Able to work under pressure and meeting tight deadlines, independent and a good team player.
  • Excellent interpersonal skills.
  • Must fully understand the product features and HNW individual life style needs.
  • Must have strong balance of relationship management, customer and result orientation.