Premier Relationship Director

RHB Bank; Kuala Lumpur; On-site; MYR 80,000 - 120,000; Full time

Job summary

A financial institution in Kuala Lumpur is seeking a wealth management advisor to enhance customer relationships and drive business opportunities. The ideal candidate will have a diploma or degree in Business & Marketing, along with a Professional Banking Certificate and at least 8 years of relevant experience in financial institutions. Strong leadership skills and wealth management knowledge are essential for success in this role.

Qualifications

• Minimum 8 years of experience in any financial institutions.
• Excellent customer service skills.
• Strong leadership skills.

Responsibilities

• Maintain close relationships with existing customers.
• Provide advisory on wealth management.
• Manage customer expectations and deliver excellent service.

Skills

Customer relationship management

Wealth management knowledge

Interpersonal skills

Education

Diploma or Degree in Business & Marketing

Professional Banking Certificate

Job description

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