[Job ID: 520708]
The Banking Relationship Manager is responsible for managing and growing the bank’s relationships with individual in the Malaysian market. This includes offering tailored banking solutions, identifying new business opportunities, cross-selling products, and ensuring the highest level of customer satisfaction.
Key Responsibilities:
- Build, maintain, and enhance long-term relationships with both new and existing clients.
- Serve as the primary point of contact for clients, addressing inquiries and resolving issues promptly.
- Understand clients’ financial goals and needs to provide personalized banking solutions.
- Identify new business opportunities to acquire high-net-worth clients
- Promote and cross-sell a range of banking products and services including loans, deposits, wealth management, and credit services.
- Meet and exceed sales targets and KPIs related to product uptake and client growth.
- Provide expert financial advice and guidance to clients, considering their specific financial needs and risk tolerance.
- Advise clients on wealth management, investments, and other banking solutions in line with the bank's offerings.
- Assist in the assessment and management of the credit risk for clients.
- Conduct thorough due diligence and ensure proper documentation for all new accounts and loans.
- Stay updated on market trends, economic changes, and regulatory updates that may impact clients and banking operations.
- Provide regular reports on client activities, sales performance, and market insights.
- Ensure clients receive top-tier service through proactive follow-ups and addressing any concerns.
- Resolve customer complaints or issues with efficiency, maintaining high client satisfaction levels.
Requirements:
- A bachelor’s degree in Finance, Business Administration, or related fields.
- At least 3-5 years of experience in banking, financial services, or sales, with a strong background in relationship management or wealth management in Malaysia.
- Strong communication and interpersonal skills with the ability to engage and build relationships with clients.
Excellent understanding of banking products, financial markets, and investment strategies. - Proficient in sales techniques, with a proven track record of achieving sales targets.
- Ability to work independently and manage a portfolio of clients effectively.
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: Sandy Ng Mei Qi
EA Personnel Registration Number: R24125475
EA License No.: 07C5771
