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Relationship Manager

RM 7,500 - RM 15,000 / month

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Responsible:

  • Acquiring and retaining a portfolio of priority clients.
  • Cross-selling wealth management products and services to customers.
  • Providing exceptional customer service and building strong relationships with clients.
  • Contributing to the overall success of the branch by achieving business performance measures.

Role Requirements:

  • Minimum of Three (3) years of proven and progressive wealth sales experience or equivalent.
  • Strong understanding of financial planning fundamentals
  • Excellent communication and interpersonal skills
  • Ability to build strong relationships with clients.
  • Proven track record in sales and customer service
  • Passion for delivering exceptional customer experiences.
  • Must possess the required licenses ie. PCE, CEILI, FIMM, TBE & IPPC

Job Type: Full-time

Pay: RM7,500.00 - RM15,000.00 per month

Benefits:

  • Health insurance
  • Opportunities for promotion
  • Professional development

Schedule:

  • Monday to Friday

Application Question(s):

  • What is your expected salary?

Work Location: In person