Relationship Manager - Central Region
Hiredly XPuchong, Selangor, Malaysia30+ days ago
Job descriptionMinimum of five (5) years of proven wealth sales experience or equivalent. Strong understanding of financial planning fundamentals. Excellent communication and interpersonal skills. Ability to build strong client relationships. Proven sales and customer service track record. Required licenses : PCE, CEILI, FIMM, TBE, & IPPC.
This job is focused on managing relationships with important clients to support business growth. You might enjoy this role because you'll offer tailored financial solutions and build strong, lasting client connections while achieving targets.
As a Relationship Manager , your responsibilities include managing and developing relationships with high-profile clients to drive business growth and meet strategic objectives. You will provide exceptional customer service by offering financial solutions while managing operational risk and regulatory compliance.
- Acquire and retain a portfolio of priority clients.
- Cross-sell wealth management products and services.
- Provide excellent customer service and build strong client relationships.
- Contribute to the branch’s success by achieving business performance goals.
Job Requirements
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Relationship Manager • Puchong, Selangor, Malaysia
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