Executive recruitment company Monroe Consulting Group's Professional Division is partnering with one of the largest banks within the ASEAN region, headquartered in Kuala Lumpur, Malaysia. They are currently looking for a Relationship Manager, Private Wealth to be based at their Terengganu branch. You will be responsible for managing and developing relationships with high-value customers, providing financial advice and solutions, and promoting banking products and services to meet customer needs.
Job Summary
- Take initiative and run activities to source leads.
- Keep abreast of customers' need and market trends and competitors' programme offers and activities for targeted customers regularly.
- Liaise with customers and convert leads to sales.
Key requirements:
- IPCC qualification is a must have.
- Financial Advisory and Relationship Management skills
- Knowledge of Private Wealth and Investment products
- Excellent communication and interpersonal skills
- Sales and Marketing abilities
- Ability to analyze financial data and market trends
- Customer service orientation
- Bachelor's degree in Finance, Business, Economics, or related field.
- Open to be based on site in Terengganu
