Premier Relationship Manager

Key Responsibilities:

• Cultivate and maintain robust relationships with high-net-worth clients, ensuring you understand their financial aspirations and needs.
• Offer comprehensive financial advice, including investment strategies, wealth management, and retirement planning, tailored to each client's unique situation.
• Oversee and manage client portfolios, ensuring they align with the clients' financial goals and risk tolerance.
• Identify opportunities to cross-sell banking products and services, thereby enhancing the overall client experience.
• Stay informed about market trends and economic conditions to provide well-informed advice to clients.
• Ensure that all activities adhere to regulatory requirements and internal policies.
• Proactively identify and acquire new high-net-worth clients through networking and referrals.

Qualifications:

• Bachelor's degree in Finance, Business, or a related field.
• Relevant licence in marketing wealth and investment products such as PCE, TBE, CEILLI, FIMM, IPPC is required.
• Experience in wealth management, financial advisory, or a similar role.
• Skills:
• Strong interpersonal and communication skills.
• Excellent analytical and problem-solving abilities.
• Proficiency in financial planning software and tools.
• Ability to work independently and collaboratively.
• Attributes:
• Client-focused with high integrity.
• Detail-oriented and organized.
• Ability to thrive in a fast-paced, dynamic environment.

How to Apply?

To apply, please click "APPLY NOW" or email Soraya Faisal at soraya.faisal@ambition.com.my. Data provided is for recruitment purposes only.

Due to the volume of applications received, we regret to inform you that only shortlisted candidates will be notified.

JTK Number: JTKSM 995 | Company Registration Number: 201301019088 (1048918-T)