全职 Relationship Manager 工作, 薪水, Manpower Malaysia Federal Territory 公司招聘中 - Ricebowl

Key responsibilities

• Support our clients to meet their financial needs, as they progress through their career and life-stages.

• Build relationships for the long-term and understand clients’ financial needs and aspirations to grow, manage and protect their wealth, with appropriate investment solutions.

• Stay ahead of the market and get regular market updates and investment insights from our Chief Investment Office (CIO) to share with clients.

• Leverage myWealth digital and help clients to create custom portfolios, check performance and asset allocation based on CIO’s advice.

• Provide outstanding client experiences

Role Requirements:

• Minimum of Three (3) years of proven and progressive wealth sales experience in client acquisition, relationship management and retail banking.

• Strong understanding of financial planning fundamentals

• Technical knowledge and expertise in consumer banking products (i.e. Treasury, Equities, Funds, Insurance, etc.).

• Excellent communication, interpersonal and relationship building skills.

• Self-starter and team player who enjoys working in an international environment.

• Local language skills, client networks and experience.

• Must possess the required licenses ie. PCE, CEILI, FIMM, TBE & IPPC