Overview To maintain close relationship with existing customers in order to increase wallet share of customers and to maximize business opportunities
Provide sound advisory on wealth management and financial planning
Manage customer expectations and provide excellent service at all times
Responsibilities
To maintain close relationship with existing customers in order to increase wallet share of customers and to maximize business opportunities
Provide sound advisory on wealth management and financial planning
Manage customer expectations and provide excellent service at all times
Requirements
Diploma or Degree in Business & Marketing or any related field
Professional Banking Certificate (IPPC, FIMM, CEILI, PCE)
Minimum 8 years of experience in any FIs with relevant experience in managing wealth management sales
Good knowledge and exposure in wealth sales and products and local retail market landscape
Strong leadership and excellence interpersonal & relationship building skill
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Premier Relationship • Klang, Malaysia