Assistant Vice President, Business Wealth Management

Alliance Bank; Malaysia; Hybrid; MYR 150,000 - 195,000; Full time

Job summary

Alliance Bank is seeking an Assistant Vice President for Business Wealth Management to lead sales efforts and deepen client relationships. The role involves driving deposits from new-to-bank customers, promoting cash management solutions, and building a robust pipeline through proactive outreach.

The ideal candidate has extensive sales experience in financial services, strong business acumen, and excellent communication to deliver tailored solutions and meet targets within a dynamic team

Qualifications

• Proven success in selling financial products to a diverse client base.
• Strong ability to build and maintain client relationships.
• Excellent communication, presentation and closing skills.

Responsibilities

• Solicit new-to-bank customer accounts and drive deposits.
• Identify business opportunities to meet targets and expand client base.
• Promote cash management solutions (Bizsmart) and other treasury services.
• Build pipelines through calls and prospecting for new-to-bank clients.
• Present tailored cash management solutions based on client needs.
• Prepare proposals and account openings with Straight Through Processing.

Skills

Sales excellence

Relationship mgmt

Business acumen

Negotiation skills

Job description

Assistant Vice President, Business Wealth Management

Location: MY, 56000

Category: Permanent

Facility: 3508

Key Responsibilites

• Solicit new to bank customer current account opening.
• Actively drive for deposits on new to bank customers, identify business opportunities and ensure targets allocated met.
• Monitor and execute the action plans in achieving overall deposits target & number of new to bank customers allocated.
• Promote cash management solutions (Bizsmart)
• Build pipelines through calls/prospecting potential new to Bank clients to achieve closures/mandated deals.
• To participate in sales campaigns and other promotional sales events
• Perform Partner-in-Sales / Cash management solutions presentation to clients based on the initial findings of their needs.
• Prepare proposals and tailor cash management solutions based on client’s needs.
• Prepare Account Opening Form/ set appointment to perform Straight Through Processing of Account Opening
• To ensure a high standard of customer service in line with the quality and standards set by the Bank
• Support business partners for joint marketing calls.
• Work closely with business partners for customer referrals to deepen clients’ relationships and customer’s share of wallet.
• Ensure completeness of the necessary documentations for account opening and registration and set up for implementation of solutions.To ensure compliance to the policies and procedures set by the Bank
• Obtain market intelligence, establish network and update database of competitor’s offering.
• Collate feedback on any product requirements or any issues to Product & Distribution team.

Job Requirements

• Experience in sales and marketing to a wide range of customers with at least 5 years experience
• Strong business acumen proactive and a highly motivated self-starter
• Good sales and customer relationship management
• Strong analytical skill in financial accounting and well-verse in cash flow analysis
• Effective written and verbal communication and presentation skills
• Good interpersonal skills & strong customer service culture & a good team player
• Resourceful and adaptable – with ability to work in changing environment
• Initiative, drive, enthusiasm with strong selling and negotiation skills
• Excellent planning and organization skills to meet objectives and deadlines