Wealth Relationship Manager - Priority Banking

AmBank Group

Perak

On-site

MYR 60,000 - 90,000

Full time

4 days ago
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Job summary

AmBank Group is seeking a Relationship Manager for Priority Banking in Perak. You will acquire and nurture relationships with high-net-worth clients, execute sales plans, and cross-sell investment and banking products. An advisory approach and strong service will drive loyalty and revenue.

Requirements include a Bachelor's degree and at least 2 years in wealth/banking sales, with certifications IPPC, CUTE, PRS, PCEIA, CEILLI & TBE. Strong communication, teamwork, and resilience are essential.

Qualifications

  • Bachelor's degree in any field is required.
  • Minimum 2 years of wealth/banking sales experience.
  • Certifications: IPPC, CUTE, PRS, PCEIA, CEILLI & TBE.
  • Self-motivated with a strong drive to achieve goals and targets.
  • Good communication and interpersonal skills.
  • Ability to work under pressure and meet tight deadlines.
  • Proactive team player capable of working independently.

Responsibilities

  • Acquire and foster relationships with high-net-worth customers to generate revenue.
  • Prepare and pro-actively execute sales plans for individual prospective customers using internal sources and marketing activities.
  • Market investment products and cross-sell bank products (lending, credit cards, Islamic banking, insurance).
  • Provide advisory services and after-sales support to strengthen relationships.
  • Ensure customer loyalty and promote brand through regular client contact and product usage reviews.

Skills

Relationship management
Sales
Communication
Interpersonal skills
Teamwork
Self-motivated
Goal orientation
Independence
Adaptability

Education

Bachelor's degree
IPPC
CUTE
PRS
PCEIA
CEILLI & TBE

Job description

AmBank Group is seeking a Relationship Manager for Priority Banking in Perak. You will acquire and nurture relationships with high-net-worth clients, execute sales plans, and cross-sell investment and banking products. An advisory approach and strong service will drive loyalty and revenue.

Requirements include a Bachelor's degree and at least 2 years in wealth/banking sales, with certifications IPPC, CUTE, PRS, PCEIA, CEILLI & TBE. Strong communication, teamwork, and resilience are essential.

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