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Preferred Relationship Manager

Salary undisclosed

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Job Highlights

  • Competitive remuneration & potential to earn where sky is the limit!
  • Personal & career growth opportunities
  • Opportunity to work across the regions

Key Responsibilities:

  • Acquire and manage customer relationships by providing financial planning advice in a sales-oriented environment.
  • Manage customer relationships to increase share of wallet under the "Farmer" concept.
  • Provide financial planning advice to customers - focusing on Wealth Management Products.
  • Take initiative and run activities to source leads.
  • Keep abreast of customers' need and market trends and competitors' programme offer and activities for targeted customers regularly.
  • Liaise with customers and convert leads to 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 such as IPPC, CUTE, PRS, PCEIA, CEILLI & TBE.

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.

  • Possess good interpersonal skills and able to actively interact with all levels of customers.