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A leading financial institution in Malaysia is seeking a Relationship Manager for Priority Banking in Perak. The role involves building and maintaining relationships with high-net-worth clients, executing tailored sales plans, and marketing investment and banking products. To be considered, candidates must have a Bachelor's Degree, at least 2 years of experience in wealth or banking sales, and relevant certifications. The ideal candidate is proactive, self-motivated, and possesses excellent communication and interpersonal skills.
Acquire and foster relationships with high-net-worth customers with the objective of generating revenue.
Prepare and pro-actively execute sales plans for individual prospective customers by using internal sources and marketing activities.
Market investment products and cross-sell bank consumer products to new and existing customers that include lending products, credit cards, Islamic banking products and insurance.
Foster customer relationship by adopting an advisory role to provide value added services.
Provide after sales service to strengthen relationships and ensure consistent delivery of superior banking experience.
Ensure customer loyalty and promote brand identity by providing excellent customer service through regular contact with clients, keeping abreast of latest updates and conducting reviews on usage of our range of products.