Relationship Manager, Private Wealth

Malaysia, Malaysia

Job Description


Executive recruitment company Monroe Consulting Group's Professional Division is partnering with one of the largest banks within the ASEAN region, headquartered in Kuala Lumpur, Malaysia. They are currently looking for a Relationship Manager, Private Wealth to be based at their Terengganu branch. You will be responsible for managing and developing relationships with high-value customers, providing financial advice and solutions, and promoting banking products and services to meet customer needs.Job Summary

  • Take initiative and run activities to source leads.
  • Keep abreast of customers' need and market trends and competitors' programme offers and activities for targeted customers regularly.
  • Liaise with customers and convert leads to sales.
Key requirements:
  • IPCC qualification is a must have.
  • Financial Advisory and Relationship Management skills
  • Knowledge of Private Wealth and Investment products
  • Excellent communication and interpersonal skills
  • Sales and Marketing abilities
  • Ability to analyze financial data and market trends
  • Customer service orientation
  • Bachelor's degree in Finance, Business, Economics, or related field.
  • Open to be based on site in Terengganu

Monroe Consulting

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Job Detail

  • Job Id
    JD1086963
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Malaysia, Malaysia
  • Education
    Not mentioned