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Relationship Manager - Northern Region (IPPC license is needed)

Hiredly X

RECRUITMENT firm

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This job is about being a Relationship Manager at a top international bank. You’ll build strong ties with important clients, offer them tailored financial solutions, and help the branch thrive. You might like this job because it combines networking and problem-solving in finance!

RM 4.5K - RM 10K

Northern Region, Penang

Job Description

Our client is a leading international bank, offering comprehensive retail, corporate, and Islamic banking services.

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

Wealth Management
Financial Planning

Additional Info

Company Activity

Last active - few minutes ago

Career Level

Senior Executive


Company Profile

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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.