Premier Relationship Manager, Wealth
- Sarawak
- RM 96,000-180,000 per year
- Permanent
- Full-time
- 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.
- 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.