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Relationship Manager (Premier Wealth)

RM 3,500 - RM 10,000 / Per Mon

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

Key Responsibilities:

  • To develop new business opportunities.
  • To sell 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.

Key Requirements:

  • Minimum 2 years of experience in the sales related field is required for this position. Broad knowledge of bank products.
  • Possess good interpersonal and relationship building skills with strong self-assured and confident.
  • Able to think creatively, results oriented and high performance driven.
  • Excellent interpersonal skills.
  • Must have strong balance of relationship management, customer and result orientation.
  • Candidates must possess the following banking licenses: FIMM, PCE, CEILI, and TBE. While the IPPC license is preferred, candidates without it can still be considered if they hold the other required licenses.

Job Types: Full-time, Permanent

Pay: RM3,500.00 - RM10,000.00 per month