Relationship Manager, Wealth (Nationwide)

alrajhi bank Malaysia; Kuala Lumpur; On-site; MYR 45,000 - 60,000; Full time

Job summary

A leading financial institution is seeking a Sales Executive to serve high net worth individuals in Kuala Lumpur. The role involves achieving sales targets, building customer relationships, and ensuring compliance with regulatory requirements. Candidates should have at least a diploma with 2 years of sales experience and strong MS Excel skills. Opportunities for growth and excellent support within the firm will be provided.

Qualifications

• Degree from any university is required.
• Minimum qualification of a diploma with at least 2 years of sales experience.
• Experience in branch sales and operations is mandatory.
• Knowledge of compliance and regulatory requirements is crucial.

Responsibilities

• Serve high net worth individuals for their financial needs.
• Achieve set sales targets and review performance with the Branch Manager.
• Grow the customer base through active acquisition.
• Ensure high-quality service delivery and resolve customer complaints.

Skills

Sales performance

Customer relationship management

MS Excel

Compliance knowledge

Multitasking

English proficiency

Education

Degree from any university

Diploma with 2 years sales experience

Job description

Overall

Responsible to achieve fee income on wealth & investment targets.

What you will do

• 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 AUM, fee income, profitability & customer base through active acquisition & prospecting of NTB high net worth individuals in the target market group
• 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 2 years’ experience in sales
• 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.
• Strong MS Excel skills
• Able to work in tight deadlines and stressful situation
• Ability to multi-task
• Good command of English