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Relationship Manager (Retail Wealth Product)
Salary undisclosed
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• Develop and maintain customer relationships by offering financial planning advice in a sales-driven environment. • Enhance customer relationships to increase their investment share • Provide customers with financial planning advice, focusing on Wealth Management Products. • Proactively initiate and conduct activities to generate leads. • Stay updated on customer needs, market trends, and competitors’ programs and activities for targeted customers. • Communicate with customers and convert leads into sales. Job Requirements: • Degree / Diploma holders in any discipline. • Minimum 2 – 3 years of working experience in a branch sales environment. • Possess the compulsory licenses • Result oriented, passionate with marketing and willing to adopt to new things. • Ability to work independently with minimum supervision. • Ability to deliver high quality customer service to external and internal customers.