Premier Relationship Manager (Nationwide) - Wealth Management

Bank Islam; Kuala Lumpur; On-site; MYR 100,000 - 150,000; Full time

Job summary

A prominent banking institution in Kuala Lumpur seeks a qualified individual to manage Premier Wealth Banking clients. Responsibilities include acquiring new clients, providing investment advisory services, and maintaining customer relationships. The candidate must hold a Bachelor's degree and possess 3 to 5 years of relevant experience in the investment sector. Licenses such as FIMM, TBE, and IPPC will be advantageous. Must be willing to travel and have own transport. The role emphasizes exceptional customer service and relationship management.

Qualifications

• 3 to 5 years of relevant experience in investment and/or relationship management.
• Strong understanding of both financial and non-financial markets.
• Priority will be given to candidates with FIMM, TBE, and IPPC licenses.

Responsibilities

• Acquire and increase Assets Under Management for Premier Wealth Banking customers.
• Develop/manage relationships with Premier Wealth Banking customers.
• Provide quality wealth advisory services and financial product recommendations.

Skills

Relationship management

Investment advisory

Customer engagement

Financial market knowledge

Education

Bachelor's degree

Job description

Responsible for acquiring and increasing the Assets Under Management (AUM) for Premier Wealth Banking customers.

Develop and manage relationships with Premier Wealth Banking customers.

Expand wallet share from both existing and new Premier Wealth Banking customers.

Assist clients in establishing wealth portfolios that adapt to market conditions.

Maintain a high level of professional integrity at all times.

To provide quality wealth advisory services and financial product recommendations to Premier Wealth Banking clients.

To enhance franchise value by cross-selling appropriate Wealth solutions based on advisory based approach.

To expand the Premier Wealth Banking Clients Franciseby acquiring new Premier Wealth Banking Clients via contacts, referrals and marketing initiatives.

Service

To provide excellent customer experience to our Premier Wealth Banking Clients at all touch points via 3 distinctive service elements i.e. cared for, excellent and enhanced value.

To build sustainable relationship with PremierWealth Banking Clients by timely follow-ups and anticipate customers' needs.

To proactively engage Premier Wealth Banking Clients to achieve continuous customer satisfaction level.

Compliance

To ensure adherence sales advisory to all related policies, regulatory risk and compliance matters including processes and procedures.

To ensure no operational and control lapses.

To ensure timely submission of both statutory and regulatory reports,

Ensure adherence and compliance to all internal policies/guidelines and external regulatory requirements.

Another duties/assignment as and when directed/assigned by the superior as per business requirement from time to time.

Job Requirements

Bachelor's degree in any field from a recognised higher education institution

3 to 5 years of relevant experience in investment and/or relationship management.

Priority will be given to those with relevant licenses and certifications such as FIMM, TBE, and IPPC (with Modules 6 and 7); these are considered additional advantages.

Strong understanding of both financial and non-financial markets.

Priority states: Negeri Sembilan, Penang, Pahang, Terengganu, and Sabah

Must have own transport and be willing to travel.