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Senior Wealth Relationship Manager
Job summary
A leading global bank is seeking an experienced Premier Relationship Manager in Malacca to manage high-value customer portfolios. The ideal candidate will have a minimum of five years in financial services, and a strong sales track record in insurance and investment products. Responsibilities include acquiring new clients, cross-selling services, and maintaining service quality. Candidates must possess relevant licenses and strong relationship management skills. This role offers opportunities for professional development in a diverse work environment.
Benefits
Qualifications
- Minimum of five years of financial services or retail sales experience.
- Strong sales results in insurance and investment products.
- Experience with high net worth clients required.
- Technical skills in wealth management are essential.
- Licenses: Certified Financial Planner (CFP) and others.
Responsibilities
- Manage a portfolio of high-value customers.
- Acquire and retain Premier customers effectively.
- Identify cross-selling opportunities.
- Maximize growth in the portfolio and meet performance targets.
Skills
Education
Tools
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.