Senior Business Wealth & Cash Management Executive

Alliance Bank Malaysia Berhad; Ipoh; On-site; MYR 67,000 - 100,000; Full time

Job summary

Alliance Bank Malaysia Berhad is seeking a Senior Executive in Business Wealth Management to drive new-to-bank deposits and build wealth-management client relationships. You will solicit new accounts, present cash management solutions, and coordinate end-to-end account openings while achieving targets.

The role emphasizes proactive sales, account planning, and collaboration with business partners to expand the bank's client base and share of wallet.

Qualifications

• Experience in sales and marketing to a wide range of customers with 1–2 years or more.

Responsibilities

• Solicit new to bank customer current account openings.
• Drive deposits for new to bank customers and identify business opportunities.
• Monitor action plans to achieve deposits targets and new customers.
• Promote cash management solutions (Bizsmart).
• Build pipelines through calls and prospecting for closures.
• Participate in sales campaigns and promotional events.
• Present cash management solutions tailored to client needs.
• Prepare proposals and set appointments for Straight Through Processing of account opening.
• Ensure high standard of customer service per bank standards.
• Support partners for joint marketing calls and referrals.
• Collaborate with partners to deepen client relationships and share of wallet.
• Ensure documents for account opening are complete and compliant.

Skills

Sales

Marketing

CRM

Negotiation

Communication

Planning

Analytical

Team player

Adaptability

Job description

Alliance Bank Malaysia Berhad is seeking a Senior Executive in Business Wealth Management to drive new-to-bank deposits and build wealth-management client relationships. You will solicit new accounts, present cash management solutions, and coordinate end-to-end account openings while achieving targets.

The role emphasizes proactive sales, account planning, and collaboration with business partners to expand the bank's client base and share of wallet.