Wealth Relationship Specialist | Client Service & Growth

Alliance Bank; Kuching; On-site; MYR 60,000 - 100,000; Full time

Job summary

Alliance Bank seeks a proactive Wealth Services Associate to assist CRMs with wealth product transactions and account openings in Malaysia. You will support referrals, manage customer accounts, and help with portfolio updates to minimize disruption during staff changes.

Strong communication, planning, and problem-solving skills are essential, along with a university degree and relevant wealth-management certifications. Experience in high-net-worth or financial services is a plus.

Qualifications

• University degree or equivalent required.
• Certifications such as FIMM, CEILI, PCE Life/General preferred.
• Wealth management experience in financial services is desirable.

Responsibilities

• Attend to customers and assist CRMs with wealth product transactions and account openings.
• Support CRMs during referrals/leads when they are unavailable.
• Produce correspondence within specified turnaround times.
• Review customer accounts and perform service calls as needed.
• Assist in updating CRM portfolios when staff changes occur.
• Handle customer complaints with investigation and timely resolution.
• Identify cross-sell opportunities and support relationship deepening.
• Access leads from various sources to support acquisition efforts.
• Participate in marketing acquisition activities such as events and campaigns.
• Review processes for compliance and continuous improvement.
• Ensure documentation for investment transactions and account openings is complete.

Skills

Customer Service

Time Management

Flexibility

Teamwork

Communication

Planning

Proactive

Problem Solving

Education

University degree

FIMM CEILI PCE Life/General certs

Job description

Alliance Bank seeks a proactive Wealth Services Associate to assist CRMs with wealth product transactions and account openings in Malaysia. You will support referrals, manage customer accounts, and help with portfolio updates to minimize disruption during staff changes.

Strong communication, planning, and problem-solving skills are essential, along with a university degree and relevant wealth-management certifications. Experience in high-net-worth or financial services is a plus.