Private Banking Service Relationship Manager

HLB Group; Kuala Lumpur; On-site; MYR 78,000 - 112,000; Full time

Job summary

Hong Leong Bank in Kuala Lumpur invites an energetic Priority Banking Center Relationship Manager support specialist to handle PB customers' transactions, inquiries, and service matters.

You will build trust, resolve issues, promote campaigns, and coordinate with RMs on upgrades and investments while ensuring AML/FATCA/CRS compliance and day-to-day PBC upkeep.

Qualifications

• Undergraduate degree in Accounting/Banking/Investment/Finance or related field.
• Minimum 3-5 years of relevant experience in a financial institution.
• Excellent interpersonal skills and highly motivated.
• Proficient in MS Office applications.

Responsibilities

• Take ownership of customer issues from enquiries to resolution.
• Maintain quality service and enforce customer service standards.
• Engage customers, build sustainable relationships and trust.
• Attend walk-in Priority Banking customers promptly and accurately.
• Cross-sell products during campaigns and referrals to RMs.
• Ensure AML/FATCA/CRS compliance and proper documentation.
• Perform callbacks to confirm sales and banking transactions.
• Maintain Priority Banking Center facilities and organized filing.
• Meet personal and PBC team sales and service targets.

Skills

Customer service

Relationship building

Communication

Sales referrals

Education

Bachelor degree in Accounting/Banking/Finance

Tools

MS Office

Job description

**If you are looking to excel and make a difference, take a closer look at us...**We are looking for individuals to provide support to a team of Priority Banking (PB) Relationship Managers (RM) in attending PB customers at Priority Banking Center on various banking transaction needs & service related matters. The role also requires to manage client service satisfaction-related aspects for their organizations, which involves providing support and resolution for customer concerns. **Job Description:*** Take ownership of customers issues of the PBC, from enquiries to complaints and following problems through to resolution* Maintains quality service by enforcing quality and customer service standards, analyzing and resolving quality and customer service problems, and recommending system improvements.* Take the extra mile to engage customers and build sustainable relationships and trust with customer.* Ensure walk-in PB customers are attended in a timely & accurately manner* Share information on Campaign or current promotion with customers & cross sell products such as Credit Card, SMF, etc* Sales referral to RMs on PB upgrade and investment products. (ensure comply to NCNS policy - ONLY perform referral, unless FIMM/IPPC/BANCA license has been obtained)* Ensure documents/forms submitted by RMs are checked thoroughly so that risk & compliance requirements (AML / FATCA & CRS / FEAR, etc) are met.* Ensure call back is performed to customers on confirmation of sales and banking transaction* Responsible for the upkeep of the Priority Banking Center (PBC) and ensure all facilities, equipment and stationaries are sufficiently provided.* Develop and carry out an efficient documentation and filing system to ensure all important documentation are organized and up-to-date.* Meet personal / PBC team sales and service targets. **Job Requirements:*** Undergraduate degree in Accounting/Banking/Investment/Finance or a related field from any recognized colleges or university.* Minimum 3-5 years of relevant experience in a financial institution* Excellent interpersonal skills.* Highly motivated and result-driven* Proficient in MS Office such as PowerPoint, Excel, and Words*About Hong Leong Bank**We are a leading financial institution in Malaysia backed by a century of entrepreneurial heritage. Providing comprehensive financial services guided by a Digital-at-the-Core ethos has earned us industry recognition and accolades for our innovative approach in making banking simpler and more effortless for our customers. Our digital and physical offerings span across a vast nationwide network in Malaysia, strengthened with an expanding regional presence in Singapore, Hong Kong, Vietnam, Cambodia, and China.**We seek to strike a balance between diversity, inclusion and merit to achieve our mission of infusing diversity in thinking and skillsets into our organisation. Candidates are assessed based on merit and potential, in line with our mission to attract and recruit the best talent available. Expanding on our “Digital at the Core” ethos, we are progressively digitising the employee journey and experience to provide a strong foundation for our people to drive life-long learning, achieve their career aspirations and grow talent from within our organisation.**Realise your full potential at Hong Leong Bank by applying now.*