RM Mandarin Speaking Premier Wealth Bank Relationship Manager @ Kajang/Cheras

icon briefcase Jenis Pekerjaan : Sepenuh Masa

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Penerangan Pekerjaan - RM Mandarin Speaking Premier Wealth Bank Relationship Manager @ Kajang/Cheras

Job Responsibility
  • Identify and pursue new business opportunities.
  • Promote and sell financial products and services, including third-party offerings.
  • Build and maintain close business relationships with High Net Worth (HNW) customers, offering value-added investment solutions.
  • Process credit applications and handle operational transactions within the permitted authority limit.
  • Adhere to Certified Financial Planner (CFP) rules and regulations when providing investment advisory to affluent customers.
  • Provide a complete range of investment products and services offering to meet the needs of affluent customers with investable asset
Job Requirements
  • Proficiency in English and Mandarin is a MUST
  • Minimum of 3 years' experience in sales-related roles (financial product).
  • Broad knowledge of banking and financial products.
  • Strong interpersonal and relationship-building skills with self-assurance and confidence.
  • Ability to think creatively, results-oriented, and driven for high performance.
  • Capable of working under pressure, meeting tight deadlines, and being both independent and a team player.
  • Excellent interpersonal skills.
  • Must fully understand product features and the individual lifestyle needs of High Net Worth clients.
  • A strong balance of relationship management, customer focus, and result orientation.
  • Banking licensing would be an advantage i.e.: FIMM, IPPC, PCE, CEILI, TB
Job Benifits
  • Salary: Up to RM10k (based on IV and experience) +EPF +SOCSO
  • Working location: Klang Valley, Miri, Sibu, Crown Towers
  • Fast-paced working environment
  • Business Nature: One of the largest bank in Malaysia
Financial Products, Relationship Management, Customer Focus, Sales
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