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  4. Click Websites.
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  1. Go to Settings.
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Jobs or company...

Wealth Relationship Manager

Salary undisclosed

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Linkedn
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Position: Wealth Relationship Manager

Location: Few location available between Klang Valley and outside of Klang Valley

Company: One of the biggest banking company in Malaysia

As a Relationship Manager for Premier Wealth, you will provide a comprehensive suite of investment products and services, tailored to the unique needs of affluent clients. Your role is crucial in developing and maintaining strong relationships with High Net Worth (HNW) individuals, while delivering personalised financial advice to support their wealth management goals.

Key Responsibilities

  1. Identify and cultivate new business opportunities to expand the client portfolio.
  2. Promote and sell both internal banking products and third-party investment services.
  3. Develop and sustain close relationships with HNW clients, offering value-added investment solutions aligned with their financial objectives.
  4. Oversee the day-to-day operations and marketing activities of the Premier Wealth Centre.
  5. Manage credit applications and operational transactions within your authorised limits.
  6. Provide investment advisory services in accordance with Certified Financial Planner (CFP) guidelines and regulations.
  7. Ensure compliance with internal and external rules while delivering top-tier customer service.

Skills & Qualifications

Licences: FIMM, PCE, CEILI, TBE. (IPPC - added advantage)

Experience: Minimum 2 years in sales, preferably in a banking or financial services environment.

Knowledge: Extensive understanding of banking and financial products, with the ability to fully comprehend the unique lifestyle needs of HNW individuals.

Skills:

  • Strong relationship-building abilities, with a confident and self-assured demeanour.
  • Creative thinker, results-driven, and highly motivated to achieve performance targets.
  • Ability to work under pressure, meet tight deadlines, and function both independently and within a team.
  • Excellent interpersonal and communication skills.
  • A balanced approach to managing customer relationships, ensuring both client satisfaction and business results.
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