Manager, Business Wealth Management

Alliance Bank Malaysia Berhad; Sandakan; On-site; MYR 100,000 - 150,000; Full time

Job summary

Alliance Bank Malaysia Berhad seeks a motivated individual to drive sales and client management in the SME segment. The role involves promoting cash management solutions, collaborating with partners, and ensuring compliance with banking regulations, while providing exceptional customer service and achieving growth targets.

Qualifications

• Experience in sales and marketing within the banking sector preferred.
• Ability to monitor and execute action plans effectively.
• Strong customer service skills aligned with bank quality standards.

Responsibilities

• Drive deposits from clients and identify new business opportunities.
• Ensure high standards of customer service and compliance.
• Gather market intelligence and maintain competitor databases.

Skills

Sales & Marketing

Client Management

Cash Management Solutions

Market Intelligence

Job description

Sales Strategy

• Sales & marketing of deposits and FOREX; meet financial and investment needs of SME segments.
• Actively drive deposits from existing Bank clients & new clients, identify business opportunities, and ensure targets are met.
• Monitor and execute action plans to achieve overall deposit targets.
• Promote cash management solutions to business clients in the SME segments.
• Build pipelines through calls/prospecting potential cash management clients to achieve closures/mandated deals.
• Participate in sales campaigns and promotional sales events.

Client Management

• Perform cash management solutions presentation based on initial client needs findings.
• Prepare proposals and tailor cash management solutions accordingly.
• Ensure high standards of customer service aligned with the Bank's quality standards.

People Management

• Support business partners with joint marketing calls and cross-sell/up-sell cash management solutions.

Collaboration

• Work closely with business partners for customer referrals, conduct training to deepen product knowledge, and increase clients’ share of wallet in SME, Transaction Banking, and A@work segments.

Compliance

• Ensure completeness of documentation for account opening and solution setup, and compliance with Bank policies and procedures.

Market/Client Update

• Gather market intelligence, establish networks, and update competitor offering databases.

Understand & Act

• Collect feedback on product requirements or issues for the Product & Distribution team.