Customer Relationship Manager

Alliance Bank; Johor; On-site; MYR 60,000 - 90,000; Full time

Job summary

A leading financial institution in Malaysia is seeking an experienced candidate to market its wealth management products and services. The successful applicant will analyse customers' financial needs, solicit new high-net worth clients, and manage existing relationships within the Privilege Banking Centre. A degree and at least 2 years of sales experience are required, preferably in the financial sector. Excellent communication skills and a self-motivated attitude are necessary for success in this role.

Qualifications

• At least 2 years of sales experience required.
• Experience in the financial-related industry is an advantage.

Responsibilities

• Market wealth management products and services.
• Analyse customers' financial requirements and acquire new high-net worth customers.
• Manage and grow customers' relationships in the Privilege Banking Centre.

Skills

Excellent communication skills

Interpersonal skills

Self-motivated

Teamwork

Education

Degree or equivalent

Job description

Market the Bank’s wealth management products (DCI, Investment Link, structured investment, unit trust, etc) and services.

Analyse customers’ financial requirements and solicit new high-net worth customers to join the Bank’s Privilege Banking membership as well as cross sell a full range of consumer products.

Manage and grow customers in the Privilege Banking Centre and ensure quality customer service is provided at all times.

Job Requirements:

Degree or its equivalent, with at least 2 year sales experience.

Experience in the financial-related industry will be an added advantage.

Excellent communication and interpersonal skills as well as self-motivated and committed, with a desire to achieve goals and targets through teamwork.