Relationship Manager | Permatang Kuching, MY

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Accountabilities

1. Manage, acquire, grow, and deepen High Net Worth customers' relationships through effective relationship management.
2. Provide total financial solutions to High Net Worth customers.
3. Conduct financial analysis and recommend strategies to achieve their financial goals by maximizing and protecting their wealth through the bank's investment and insurance products.
4. Serve as the one-point contact for High Net Worth customers of the bank.
5. Analyze economic trends, global markets, customer needs, and competitive products to structure personalized banking offerings.
6. Promote and sell a wide range of wealth products and bancassurance professionally to existing and potential customers.
7. Engage in cross-selling of other products based on customer needs.

Requirements

• Manage, acquire, grow, and deepen High Net Worth customers' relationships through effective relationship management.
• Provide total financial solutions to High Net Worth customers.
• Conduct financial analysis and recommend strategies to achieve their financial goals by maximizing and protecting their wealth through the bank's investment and insurance products.
• Serve as the one-point contact for High Net Worth customers of the bank.
• Analyze economic trends, global markets, customer needs, and competitive products to structure personalized banking offerings.
• Promote and sell a wide range of wealth products and bancassurance professionally to existing and potential customers.
• Engage in cross-selling of other products based on customer needs.

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