Private Wealth Relationship Manager, App Preferred Hq My

Malaysia, Malaysia

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Key Responsibilities

Service Private Wealth customers (AUM - RM 1,000,000).
Promote the Bank\'s investment & deposit products and services to Private Wealth customers.
Actively acquire New-to-Private Wealth (NTPW) customers.
Provide fast and convenient off-site banking services to all clients.
Run Private Wealth activities to increase membership and deposit sales.
Deliver sales pitches / presentations.
Build and maintain relationship with Private Wealth customers.
Respond to queries and complaints in a timely manner.
Identify and share new ideas and approaches to increase sales and enhance customer experience.
Participate in continuous professional development program.
Ensure compliance with applicable regulatory framework / guidelines and the Group\'s policies and procedures.

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