Relationship Manager

Principal Responsibilities:

• The role is a customer facing role managing our highest value customers where professionalism, customer focus and a broad understanding of the fundamentals of financial planning are critical to the success of the business.

The role holder has a responsibility to acquire, cross sell and retain a portfolio of Premier customers, working with the broader branch and direct teams to ensure achievement of the business performance measures and plan (as defined by Business).

• Active management of a portfolio of Premier customers, completing full reviews to establish and address their immediate and future financial requirements.

Acquiring new customers and upgrading existing customers to Premier - becoming the trusted adviser to that portfolio of customers.

• Reviewing the portfolio to identify cross selling opportunities and embed customer loyalty by meeting their needs.

To identify non-qualifiers, attract business to reinstate eligibility or transfer out of portfolio in a customer-driven manner.

• To understand and deliver the standards of service quality required maintaining published Service Level Agreements.

Accountable for the performance of your portfolio and need to ensure it is effectively run managing to the Target Operating Model (TOM) as defined by Group.

• Creating and maintaining an environment where you and the wider Branch team maximize performance in achieving the Wealth and Personal Banking (WPB) business objectives whilst providing the highest quality service.

The identification of opportunities for wealth reviews and referring these to an appropriate wealth adviser are key activities to achieve your goal.

• The jobholder has prime responsibility for maximizing growth in their portfolio and achieving the WPB plan/metrics, lead Premier within the branch to ensure opportunities are identified and customer needs are met effectively, maximizing all available resources and compliance with the relevant Group standards.

• Requirements:

A recognized tertiary Diploma / Degree qualification.

• 2 to 10 years proven and progressive financial services and / or retail sales experience or equivalent.

Evidence of strong sales results in insurance and investment products.

• Relationship management experience with high net worth clients.

Strong technical skills in wealth management.

• Strong communication, client focus and influencing skills.

Strong sales orientation, networking and portfolio management skills.

• Sound knowledge of financial services products and services and the client relationship management system.

Understand of business banking client segment and products and services.

• Individual will also need to have the following licenses, Certified Financial Planner (CFP), Pre Contract Examination - Life and Insurance (PCE), Federation of Investment Managers - Unit Trust, Malaysian Takaful Association License (MTA) and Investor Protection Professional Certification (IPPC).

Clear view on how to work with Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment.

• Able to communicate well in English and local languages.

Job Types: Full-time, Permanent

Pay: RM4,

• 00 - RM9,000.00 per month
  
  Benefits:
• Health insurance

Opportunities for promotion

• Professional development

Schedule:

• Day shift

Fixed shift

• Monday to Friday

Supplemental pay types:

• Performance bonus

Yearly bonus

Experience:

• financial service: 2 years (Preferred)

Sales: 2 years (Preferred)

License/Certification:
* Certified Financial Planner (CFP) (Required)