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Private Wealth Relationship Manager( IPPC - Certification is Mandatory)

Private Wealth Relationship Manager( IPPC - Certification is Mandatory)

Avensys ConsultingKuala Lumpur, Kuala Lumpur, Malaysia
1 day ago
Job description

Overview

Private Wealth Relationship Manager ( IPPC - Certification is Mandatory ).

If you are passionate about playing a key role in the success of a Top-Notch company, we want to hear from you! This is an exciting opportunity to expand your skill set, achieve job satisfaction and work-life balance.

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.
  • 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.

Key Requirements

  • A degree in finance, economics, business administration or a related field.
  • At least 5 years of experience managing client portfolios, providing financial advice and working closely with high-net-worth individuals.
  • The applicant must have the IPPC.
  • What’s on Offer

    You will be remunerated with an excellent base salary and entitled to attractive company benefits. Additionally, you will get the opportunity to enjoy a fun and collaborative work environment, alongside a strong career progression.

    How to Apply

    To submit your application, please apply online or email your UPDATED CV in Microsoft Word format to . Your interest will be treated with strict confidentiality.

    Consultant Details

    Privacy Statement : Data collected will be used for recruitment purposes only. Personal data provided will be used strictly in accordance with the relevant data protection law and Avensys' privacy policy.

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