Senior Executive, Business Wealth Management

Alliance Bank; Puchong; On-site; MYR 60,000 - 80,000; Full time

Job summary

A leading banking institution in Malaysia is seeking a Senior Executive for Business Wealth Management. This role involves soliciting new customers for account opening, driving deposits, and promoting cash management solutions. The ideal candidate should have at least 4 years of experience in sales and marketing, strong analytical skills, and good communication abilities. The position offers an opportunity to thrive in a dynamic banking environment while ensuring high standards of customer service.

Qualifications

• At least 4 years of experience in sales and marketing.
• Proactive self-starter with strong business acumen.
• Effective communication and presentation skills.

Responsibilities

• Solicit new customers for account opening.
• Drive deposits from new clients and identify opportunities.
• Promote cash management solutions.

Skills

Sales and marketing experience

Strong business acumen

Customer relationship management

Analytical skills

Effective communication

Interpersonal skills

Adaptability

Negotiation skills

Planning and organization

Job description

Senior Executive, Business Wealth Management

14d ago , from Alliance Bank Malaysia Berhad

• 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 4 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