Premier Relationship Manager

Key Responsibilities:

• Cultivate and maintain robust relationships with high-net-worth clients, ensuring you understand their financial aspirations and needs.
• Offer comprehensive financial advice, including investment strategies, wealth management, and retirement planning, tailored to each client's unique situation.
• Oversee and manage client portfolios, ensuring they align with the clients' financial goals and risk tolerance.
• Identify opportunities to cross-sell banking products and services, thereby enhancing the overall client experience.
• Stay informed about market trends and economic conditions to provide well-informed advice to clients.
• Ensure that all activities adhere to regulatory requirements and internal policies.
• Proactively identify and acquire new high-net-worth clients through networking and referrals.

Qualifications:

• Bachelor's degree in Finance, Business, or a related field.
• Relevant licence in marketing wealth and investment products such as PCE, TBE, CEILLI, FIMM, IPPC is required.
• Experience in wealth management, financial advisory, or a similar role.
• Skills:
  • Strong interpersonal and communication skills.
  • Excellent analytical and problem-solving abilities.
  • Proficiency in financial planning software and tools.
  • Ability to work independently and collaboratively.
• Attributes:
  • Client-focused with high integrity.
  • Detail-oriented and organized.
  • Ability to thrive in a fast-paced, dynamic environment.

If this job isn't quite right for you, but you know someone who would be great at this role, why not take advantage of our referral scheme? We offer MYR500 in shopping vouchers for every referred candidate who we place in a role. Terms & Conditions Apply. https://www.ambition.com.my/refer-a-friend