Job Description

CM03484 - Relationship Manager, Premier Banking

Job Specialization:
Sales - Financial Services (Insurance, Unit Trust, etc)

Working Location:
Terengganu

Salary Range:
RM 4,400 - RM 8,500

Posted Date:
20/10/2022

Location: Terengganu

Client's Profile:

• One of the largest, fully-integrated financial services group in Malaysia

Working Days: 5

Attractive Benefits Include:

• Fixed Basic
• Hospitalization Coverage
• Insurance Coverage
• Friendly and well-organized environment to work in

Interested candidates, kindly REGISTER your Job Seeker Profile with CareerMaster& APPLY NOW!

Shortlisted candidates will be notified.

JOB RESPONSIBILITIES:

• Create relationship management of existing Premier Banking customers in accordance with established standards.
• Actively participate and support Premier Banking marketing activities for customers' acquisition and retention.
• Provide advisory and financial planning assistance to customers in terms of portfolio management.
• Acquisition of new to Bank customers to increase our Premier base.
• To ensure strict compliance with all standard SOPs set by the Bank.
• Sales Planning & Activities
• Prepare and pro-actively execute sales plans for prospective customers from Bank's leads (LMS) and self-generated leads
• Actively participate and collaborate with other sales personnel at PBC/branch/region on sales activities/campaigns for customer acquisition and retention
• Prepare and provide investment & wealth financial advisory and assistance to customers for their investment/wealth portfolio management
• Periodic review of customers' investment portfolio and increase AUM
• Plan and identify cross selling/up selling to increase customers' PHR and revenue
• Set appointments, sales visitations, prospecting and engagement with customers
• Sales Management
• Maintain regular contact with existing customers to foster closer relationship and for referrals
• Work closely with Centre Manager, Branch Manager and Regional Sales Heads on sales activities, promotion and campaigns
• Prepare and monitor sales performance and competitors analysis to Management
• Compliance to Bank's policy, procedures and observe sales code of ethics

JOB REQUIREMENTS:

• Candidate must at least possess a Bachelor's Degree in Marketing, Business Studies or equivalent.
• Minimum 2 years of relevant working experience in Wealth Management and financial products with a proven track record.
• Certified Financial Planner certification (CFP)
• Minimum 2 years of sale experience preferably in wealth and banca products with FIs
• Pleasant personality with excellent verbal and written communication skills
• Possess relevant licenses required for the portfolio
• Sales and results oriented
• Good interpersonal and relationship building skill

PRIMARY OBJECTIVE:

• Acquire new to Premier (NTP) customer to achieve sales/revenue/AUM targets assigned by the Bank and contribute towards the overall Premier Banking targets
• To promote and professionally sell a range of wealth, investment and banca products to existing and potential customers
• Prepare and provide sound advisory on wealth and financial planning
• Maintain regular contacts and enhance banking relationship with customers for higher share of customers' wallet
• Participate in branch/region/Bank sales activities and campaigns to achieve deliverables

REQUIRED CERTIFICATE/LICENSE:

• Investor Protection Professional Certification (IPPC)
• Compulsory FIMM Computerised Unit Trust Examination (CUTE)
• Compulsory PCE & CEILI

OTHER SKILLS:

• PC / Microsoft Office literate with excellent presentation, interpersonal and communication skills.
• Possess a pleasant personality and versatile.
• Able to interact with customers from all walks of life.
• Confident and sociable in character.