Randstad is partnering with a Financial Services organization to hire a Relationship Manager, Wealth role in Kuala Lumpur.
About the Job
To act as a trusted advisor for Priority and Priority Private clients, driving the growth of the Malaysian segment. You will be responsible for the end-to-end management of a portfolio, delivering sophisticated wealth solutions while upholding the highest standards of local regulatory compliance.
- Manage an active portfolio of clients, ensuring high retention and increasing the "Wallet Share" through strategic cross-selling.
- Propose comprehensive solutions across Unit Trusts, Retail Bonds, Structured Products, Dual Currency Investments (DCI), and Bancassurance.
- Actively acquire new high-value clients through personal networking and the bank’s ecosystem.
- Work closely with the Mortgage and SME teams to migrate high-value business owners into Priority Banking.
- Ensure all sales processes comply with Bank Negara Malaysia (BNM) and Securities Commission (SC) guidelines.
- Conduct proper Customer Due Diligence (CDD) and Anti-Money Laundering (AML) checks to protect the bank and the client.
Key Responsibilities
- Minimum 3–5 years of success in a wealth management or private banking role within the Malaysian market.
- Strong understanding of the Capital Markets and Services Act (CMSA) and local market dynamics.
- IPPC (Investor Protection Professional Certification): Mandatory for advising on and selling non-complex and complex investment products