Relationship Manager

Location: Multiple Locations
Job ID: BHR3


Job description:

Roles and Responsibilities:

  • Create relationship management of existing Premier Banking customers in accordance with established standards.
  • Develop strategic planning towards Branch’s business development, promote Wealth Management products
  • Provide professional consultation to premier customers (mass market) which including wealth management products, structured investment products, credit card etc
  • Develop new marketing initiatives to support and drive the Company’s sales and business growth and enhance profitability.
  • Achieve the Branch’s overall sales targets and objectives as well as the sales/ business targets set for the department.

Job Requirements:

  • Diploma/ Degree in any disciplines with comprehensive Sales Background
  • At least 2-3 years of relevant banking sales experience with good product knowledge
  • Able to interact with customers from all walks of life

Valid Certificates / Licenses (Must-have):

  • Investor Protection Professional Certification (IPPC)- Compulsory
  • FIMMComputerised Unit TrustExamination (CUTE)- Compulsory
  • Pre-Contract Examination for Insurance Agent (PCE)- Compulsory
  • Certificate Examination for Investment-Linked Life Insurance (CEILI) - Compulsory
  • Takaful Basic Examination (TBE) - Compulsory

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