Premier Relationship Director

RHB Banking Group; Selangor; On-site; MYR 100,000 - 150,000; Full time

Job summary

A leading banking institution in Malaysia is seeking a talented professional for a wealth management role. The candidate will be responsible for maintaining customer relationships, providing financial planning advice, and ensuring excellent service. A diploma or degree in Business & Marketing and a minimum of 8 years of experience in financial institutions are essential for this position. Strong leadership and interpersonal skills are also required.

Qualifications

• Minimum 8 years of experience in financial institutions, preferably in wealth management.
• Strong knowledge of wealth sales and local market landscape.

Responsibilities

• Maintain relationships with existing customers to increase business opportunities.
• Provide advisory services on wealth management and financial planning.
• Manage customer expectations and deliver excellent service.

Skills

Interpersonal skills

Leadership

Knowledge of wealth management

Education

Diploma or Degree in Business & Marketing

Professional Banking Certificate

Job description

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