relationship manager, private banking in Kuala Lumpur

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job details

kuala lumpur, wilayah persekutuan
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leong kok yuen, randstad
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job description

About our client

Our client is a local financial institution group with businesses across Asean region. Our client is expanding their business catering to the mass afluent market. They are looking for Relationship Managers, Senior Relationship Managers, and Centre Managers who are managing the afluent or high net worth individuals segment introducing/promoting investment and protection products to this group of clients.

About the responsibilities

  • To cross-sell and up-sell the bank’s wealth management products such as unit trust, insurance, and treasury to existing affluent clients
  • To solicit new to bank clients to sign up the bank's premium banking services which entitled to preferential services/rates and access to in-depth market analysis/research supported by regional research house and advice from external/internal investment professionals.
  • Ensure end to end strict compliance of internal and external process, policies, guideline and regulations.

About the requirement

  • Must have a degree in relevant field and several years of working experience in similar role/position managing a portfolio of affluent or high net worth individual clients from local/foreign financial institutions.
  • Must have the following professional qualifications - Investor Protection Professional Certification (IPPC), Pre-Contract Examination For Insurance Agents (PCEIA) and Investment Link (CEILLI), Federal of Investment Managers

Interested, please send your resume to