Relationship Manager - Central Region
Hiredly X
RECRUITMENT firm
AI-generated summary
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This job is all about managing relationships with important clients to help grow the business. You might like this job because you'll get to offer tailored financial solutions and work on building strong, lasting connections while hitting goals.
RM 4K - RM 10K
Job Description
As a Relationship Manager, you'll be responsible for managing and developing relationships with high-profile clients to drive business growth and meet strategic objectives. You'll provide exceptional customer service with the provision of financial solutions while managing operational risk and regulatory requirements.
- Acquiring and retaining a portfolio of priority clients.
- Cross-selling wealth management products and services to customers.
- Providing exceptional customer service and building strong relationships with clients.
- Contributing to the overall success of the branch by achieving business performance measures.
Job Requirements
- Minimum of five (5) years of proven and progressive wealth sales experience or equivalent.
- Strong understanding of financial planning fundamentals.
- Excellent communication and interpersonal skills.
- Ability to build strong relationships with clients.
- Proven track record in sales and customer service.
- Passion for delivering exceptional customer experiences.
- Must possess the required licenses: PCE, CEILI, FIMM, TBE & IPPC.
Skills
Banking
Sales Management
Wealth Management
Additional Info
Company Activity
Last active - few minutes ago
Experience Level
1 - 3 Years of Experience
Career Level
Junior Executive
Job Specialisation
Business Development, Financial Services & Banking
Company Profile
Hiredly X
Hiredly X, the headhunting team of Hiredly, makes headhunting accessible and affordable for every employer, no matter the size or industry. We help employers screen and source the best candidates through exclusive access to our job portal database.Assisted with AI, we make the headhunting process fast and accurate, allowing us to be competitive with our fees.