Senior Executive, Business Wealth Management

Alliance Bank Malaysia Berhad; Ipoh; Presencial; MYR 67.000 - 100.000; Jornada completa

Descripción de la vacante

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.

Formación

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

Responsabilidades

• 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.

Conocimientos

Sales

Marketing

CRM

Negotiation

Communication

Planning

Analytical

Team player

Adaptability

Descripción del empleo

Senior Executive, Business Wealth Management

• Solicit new to bank customer current account opening.


• Actively drive for deposits on new to bank customers, identify business opportunities and ensure targets allocated met.


• Monitor and execute the action plans in achieving overall deposits target & number of new to bank customers allocated.


• Promote cash management solutions (Bizsmart)


• Build pipelines through calls/prospecting potential new to Bank clients to achieve closures/mandated deals.


• To participate in sales campaigns and other promotional sales events


• Perform Partner-in-Sales / Cash management solutions presentation to clients based on the initial findings of their needs.


• Prepare proposals and tailor cash management solutions based on client's needs.


• Prepare Account Opening Form/ set appointment to perform Straight Through Processing of Account Opening


• To ensure a high standard of customer service in line with the quality and standards set by the Bank


• Support business partners for joint marketing calls.


• Work closely with business partners for customer referrals to deepen clients' relationships and customer's share of wallet.


• Ensure completeness of the necessary documentations for account opening and registration and set up for implementation of solutions. To ensure compliance to the policies and procedures set by the Bank


• Obtain market intelligence, establish network and update database of competitor's offering.


• Collate feedback on any product requirements or any issues to Product & Distribution team.

Job Requirements

• Experience in sales and marketing to a wide range of customers with at least 1 to 2-year experience


• Strong business acumen proactive and a highly motivated self-starter


• Good sales and customer relationship management


• Strong analytical skill in financial accounting and well-verse in cash flow analysis


• Effective written and verbal communication and presentation skills


• Good interpersonal skills & strong customer service culture & a good team player


• Resourceful and adaptable - with ability to work in changing environment


• Initiative, drive, enthusiasm with strong selling and negotiation skills


• Excellent planning and organization skills to meet objectives and deadlines

Unlock job insights

Hirer responsiveness Salary match Number of applicants

Alliance Bank Malaysia Berhad and its subsidiary, Alliance Islamic Bank Berhad, offers banking and financial solutions through its consumer, SME, corporate, commercial and Islamic banking. The Bank provides easy access to its broad base of customers throughout the country via multi-pronged delivery channels that include retail branches, Privilege Banking Centres, Business Centres, Investment Bank branches, and mobile and Internet banking.

About Alliance Bank Malaysia Berhad

Alliance Bank Malaysia Berhad and its subsidiary, Alliance Islamic Bank Berhad, offers banking and financial solutions through its consumer, SME, corporate, commercial and Islamic banking. The Bank provides easy access to its broad base of customers throughout the country via multi-pronged delivery channels that include retail branches, Privilege Banking Centres, Business Centres, Investment Bank branches, and mobile and Internet banking.

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