Wealth Relationship Manager for HNW Clients

alrajhi bank Malaysia; Kuala Lumpur; On-site; MYR 60,000 - 80,000; Full time

Job summary

A leading banking institution in Kuala Lumpur is seeking a Relationship Manager (Wealth) for a walk-in interview. The ideal candidate will serve high net worth individuals, assisting them with financial planning and customized wealth solutions. Required qualifications include experience in sales and relationship management of wealth products, along with relevant licenses such as the Unit Trust License. The position aims to fulfill the financial needs of clients effectively.

Qualifications

• Experience in sales and relationship management of wealth products is essential.
• Possess Unit Trust License or any related licenses.

Responsibilities

• Serve high net worth individuals for their financial needs.
• Provide financial planning and customized wealth solutions.

Skills

Sales experience

Relationship management

Wealth products knowledge

Education

Unit Trust License or related licenses

Job description

A leading banking institution in Kuala Lumpur is seeking a Relationship Manager (Wealth) for a walk-in interview. The ideal candidate will serve high net worth individuals, assisting them with financial planning and customized wealth solutions. Required qualifications include experience in sales and relationship management of wealth products, along with relevant licenses such as the Unit Trust License. The position aims to fulfill the financial needs of clients effectively.