Relationship Manager, Priority Banking (Melaka)
Full time
at Malaysia
in
Malaysia
Posted on April 10, 2024
Job details
Relationship Manager, Priority Banking (Melaka)
Banking - Retail/Branch (Banking & Financial Services)- Responsible to acquire and grow portfolio AUM of Priority clients, working with the broader branch and wealth specialist teams to ensure achievement of business KPIs.
- Drive activation of new Affluent/potential Affluent clients through new acquisitions, upgrading existing clients, and acting upon New to Bank (NTB) referrals from existing clients.
- To foster and deepen client relationship by providing professional wealth advisory, through regular market information updates and trend analysis on investment instruments to help them make better investment decisions
- Embrace digital and technology in banking solutions with the objective of promoting highly efficient, fast, and accurate services to our customers.
- Ensure compliance with products and sales policies, procedures and guidelines set by the Bank and the relevant authorities are adhered and complied to at all times.
- The opportunity and investment in you ,to grow a job you love into a rewarding career with purpose.
- Innovative learning solutions and opportunities to help you flex and build skills and confidence that will stay with you for life.
- Cross-border experiences and exposure to different markets and cultures across a unique geographical footprint that bridges Asia, Africa and the Middle East to each other and the world
- Bachelor’s degree, in any field, from an accredited university / colleges.
- Experience in promoting Retail Banking and Wealth Management in a dedicated client relationship role
- Priority is given to those with licenses and related accredited certifications (PCE, CEILI, CUTE, IPPC, FIMM).
- Possess good interpersonal and communication skills; able to deliver high quality customer service.
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