Relationship Manager (Penang Branch)

Al Rajhi Bank; Penang; On-site; MYR 60,000 - 80,000; Full time

Job summary

A leading bank in Malaysia is seeking a candidate to serve high net worth individuals by fulfilling their financial and banking needs through personalized wealth solutions. The role involves achieving sales targets, building customer relationships, and ensuring compliance with regulatory requirements. Successful candidates should have a degree or diploma and significant sales experience, particularly in branch operations. This position is crucial for growing assets under management and delivering exceptional customer service.

Qualifications

• Degree from any university is required.
• At least 3 years’ experience in sales required.
• 2 years working experience in a similar environment is crucial.

Responsibilities

• Serve high net worth individuals' financial needs.
• Grow Asset Under Management and customer base.
• Deliver high quality services to customers.

Skills

Financial planning

Sales performance

Relationship management

Regulatory compliance

Education

Degree

Diploma with 3 years' experience

Job description

Responsibilities

• Single touch point to serve the high net worth individuals to fulfill their financial & banking needs via financial planning & customized wealth solutions.
• Ensure achievement of targets assigned
• Work with Branch Manager to ensure sales activities are in line with business direction
• Review performance with Branch Manager.
• Grow the Asset Under Management (AUM), fee income, profitability & customer base through active acquisition & prospecting of NTB high net worth individuals in the target market group
• Increase share of wallet via cross-sells of Bank products such as Wealth and Structured products, Banca, Gold, etc.
• Source for new business/customers
• Build rapport/enhance relationship with customers
• Joint sales marketing with Branch Manager
• Retain existing customers; grow share of wallet with the bank through cross-selling
• Ensure consistent delivery of high quality services to customers through meeting or exceeding customer expectation guided by the service level agreement, efficient / accurate standards and good business processes/ judgments.
• Ensure strict compliant to the Bank's standard policy and procedures, internal control and compliance, regulatory requirements and AMLA/CFT.
• Deliver good customer service and follow up.
• Ensure all customer complaints and feedback being resolved within TAT

Qualifications

• Qualification - Degree from any university
• Minimum qualification – Diploma but must have at least 3 years’ experience in sales
• Must have at least 2 years working experience in similar environment
• Candidates must have experience in branch sales and operations
• Vast knowledge in latest compliance, regulatory requirements and AMLA/CFT
• Proven track record in sales performance.
• Able to work in tight deadlines and stressful situation