Wealth Relationship Manager

Alliance Bank; Kuala Lumpur; On-site; MYR 72,000 - 108,000; Full time

Job summary

Alliance Bank in Kuala Lumpur seeks a results-driven sales-focused Banking Advisor to serve premium customers (PB). You will identify cross-sell opportunities, grow AUM in CASA, FD and investment products, and collaborate with Wealth Management, Operations and Lending teams.

You will deliver excellent service, manage lifecycle of PB customers, uphold compliance, and help achieve branch targets through timely reporting.

Qualifications

• At least 2–3 years in banking, especially consumer banking.
• Experience in sales or sales management.
• Able to work well in a team.
• Fluent in English, Bahasa Malaysia or Chinese language/dialects.
• Flexibility to change
• Proactive / Initiative
• Open to problem solving / decision making / analytical thinking
• Possess good job knowledge in banking and banking products
• Passion for success and keen to work in a sales-driven environment

Responsibilities

• Attend PB customers and resolve problems within specified Turnaround Time (TAT).
• Identify and pursue sales opportunities by expanding and growing new customer base and investments through referrals and service recovery.
• Grow existing relationship AUMs ( CASA & Fixed Deposits ) and acquire new customers.
• Collaborate with Wealth Management Office, Branch Operations, Customer Service Division, Lending Hubs for product updates exclusive to affluent customers.
• Cross-sell opportunities among existing PB customers and deepen relationships.
• Promote product bundles to increase cross-sell penetration.
• Source for new sales leads within internal databases and cross referrals.
• Support Branch Manager to achieve sales and service targets; compile and submit accurate sales reports.
• Maintain updated information and stay informed on product changes; ensure compliance and security.
• Manage risk exposure; ensure zero mis-selling and adherence to policies and guidelines.
• Provide quality customer service and handle feedback; escalate complaints when needed.
• Adhere to contact management and service standards for calls, visits, and portfolio reviews.

Skills

Sales experience

Customer service

Teamwork

English fluency

Bahasa Malaysia

Chinese language

Problem solving

Banking product knowledge

Proactive / Initiative

Education

Diploma or Degree in Banking / Accounting & Finance / Economics / Marketing / Business Studies

Job description

Alliance Bank in Kuala Lumpur seeks a results-driven sales-focused Banking Advisor to serve premium customers (PB). You will identify cross-sell opportunities, grow AUM in CASA, FD and investment products, and collaborate with Wealth Management, Operations and Lending teams.

You will deliver excellent service, manage lifecycle of PB customers, uphold compliance, and help achieve branch targets through timely reporting.