Relationship Manager

[Job ID: 1070953]

Join our Priority Banking - Offshore team as a Relationship Manager and shape the financial future of our high-net-worth clients.

We offer more than just banking we provide bespoke wealth solutions. In this role, you will be the primary advisor, conducting consultative analysis to understand and meet the unique financial objectives of our offshore clients.

We are seeking a dynamic professional with at least 3 years of relationship management experience. Your expertise will be crucial in deepening client relationships by providing insightful market updates and trend analysis. If you are driven to exceed targets and thrive in a collaborative, high-performing environment, this is your opportunity to build a rewarding career with a leading international bank.

Responsibilities

• Conduct consultative financial analysis and profiling sessions to understand clients needs and objectives.
• Strengthen client relationships by providing regular market updates and insights on local and international financial products, with a focus on Malaysia.
• Collaborate with team managers to develop monthly plans for achieving and exceeding sales targets.
• Participate in marketing and promotional activities to support client acquisition and business growth.
• Uphold the organisation's values and ensure compliance with regulatory and ethical standards.

Requirements

• Minimum 3 years of experience in relationship management within financial services.
• Strong understanding of wealth management principles and banking processes.
• Knowledge and experience in offshore markets is an added advantage.
• Excellent communication and interpersonal skills with a client-centric approach.
• Degree from a recognised institution.

We regret that only shortlisted candidates will be notified. However, rest assured that all applications will be updated to our resume bank for future opportunities.

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EA Personnel Name: Tung Chi Jun (Deng Zijun)
EA Personnel Reg. no.: R25157470
EA License no.: 07C5771