Relationship Manager (Wealth Management)
Hiredly X
RECRUITMENT firm
AI-generated summary
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This job is about being a Relationship Manager in Wealth Management. You might like this job because you’ll help clients grow their finances by matching them with the right banking products and providing expert advice.
RM 4000 - RM 5000
Full-Time
1 week ago
Job Description
- Responsible for promoting and marketing a wide range of banking products and services,
- including unit trusts, insurance, treasury investments, cards, deposits, and other retail banking products to potential clients.
- Manage relationships with existing and prospective customers while providing sound financial advice to support portfolio growth and long-term engagement.
- Understand customers’ financial needs and match them with suitable banking and investment solutions to create mutually beneficial opportunities.
- Drive portfolio expansion through proactive cross-selling of relevant banking products and services.
Job Requirements
- Experience in the financial services industry, preferably with exposure as a Personal Banker, Relationship Manager, or similar client-facing banking role.\Candidates with strong sales experience may also be considered.
- Good customer relationship management skills with a high level of integrity and professionalism.
- Strong communication and interpersonal skills.
- Dynamic, self-motivated, and target-driven.
Skills
Banking
Additional Info
Company Activity
Last active - few minutes ago
Experience Level
1 - 3 Years of Experience
Career Level
Junior Executive
Job Specialisation
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.