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Relationship Manager / Wealth Management

Hiredly X

RECRUITMENT firm

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AI-generated summary

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This job is about helping people manage their money and investments. You might like this job because it involves building strong relationships and providing personalized financial advice while promoting various banking products.

RM 4000 - RM 5000

Multiple Region (Nationwide), Kuala Lumpur

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
Commercial Banking
Finance

Additional Info

Company Activity

Last active - few minutes ago

Career Level

Junior Executive

Job Specialisation


Company Profile

Hiredly X-logo-image

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.
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