Relationship Manager - Premier Wealth (Nationwide)

Summary
Execute sales plans pro-actively to increase sales of wealth management products and acquisition of Premier Wealth Banking customers.

Responsibilities and Duties:

• Responsible for acquiring and increasing the Assets Under Management (AUM) for Premier Wealth Banking customers.
• Develop and manage relationships with Premier Wealth Banking customers.
• Expand wallet share from both existing and new Premier Wealth Banking customers.
• Assist clients in establishing wealth portfolios that adapt to market conditions.
• Maintain a high level of professional integrity at all times.

Financial

• To provide quality wealth advisory services and financial product recommendations to Premier Wealth Banking clients.
• To enhance franchise value by cross-selling appropriate Wealth solutions based on advisory based approach.
• To expand the Premier Wealth Banking Clients Francise by acquiring new Premier Wealth Banking Clients via contacts, referrals and marketing initiatives.

Service

• To provide excellent customer experience to our Premier Wealth Banking Clients at all touch points via 3 distinctive service elements i.e. cared for, excellent and enhanced value.
• To build sustainable relationship with Premier Wealth Banking Clients by timely follow-ups and anticipate customers' needs.
• To proactively engage Premier Wealth Banking Clients to achieve continuous customer satisfaction level.

Compliance

• To ensure adherence sales advisory to all related policies, regulatory risk and compliance matters including processes and procedures.
• To ensure no operational and control lapses.
• To ensure timely submission of both statutory and regulatory reports,
• Ensure adherence and compliance to all internal policies/guidelines and external regulatory requirements.
• Another duties/assignment as and when directed/assigned by the superior as per business requirement from time to time.

Job Requirements

• Bachelor's degree in any field from a recognized IPTA/IPTS.
• 3 to 5 years of relevant experience in investment and/or relationship management.
• Priority will be given to those with relevant licenses and certifications such as FIMM, TBE, and IPPC (with Modules 6 and 7); these are considered additional advantages.
• Strong understanding of both financial and non-financial markets.
• Must have own transport and be willing to travel.