Priority Banking – Relationship Manager (Offshore) – Malaysia

  • Permanent / Full Time
  • Sydney
  • 7000 PerMonth SGD / Year

Job Order: 613624
  
Responsibilities:

  • Actively acquire and prospect new Premier Banking customers from the offshore market (Malaysia).
  • Develop and deepen client relationships to achieve business objectives and personal growth targets.
  • Contribute to the overall success of Premier Banking through consistent sales performance and exemplary customer relationship management.
  • Provide professional consultative financial analysis to affluent clients, identifying their needs and recommending tailored financial planning solutions.
  • Regularly update clients with market trends, insights, and potential investment opportunities.
  • Promote and cross-sell an extensive range of banking products, including investment solutions such as unit trusts, insurance plans, and treasury products.
  • Ensure superior customer service standards to enhance client satisfaction and loyalty.

Requirements

  • A minimum of 3 years of experience in sales within the banking and financial services industry, preferably managing affluent clients.
  • Proven track record of achieving and exceeding sales performance targets.
  • A recognized university degree with relevant certifications (e.g., CMFAS certifications: RES1A, RES1B, RES2B, RES5, CM-EIP, CM-SIP, M8, M8A, M9, M9A, HI).
  • Understands the core concepts, principles, processes or procedures of Wealth Management and Banking.
  • Knowledge and experience in Malaysia market is an advantage.

We regret that only shortlisted candidates will be notified. However, all applications will be retained in our resume bank for future opportunities.
Your application will be processed in line with our company’s Privacy Policy. Please refer to: https://goodjobcreations.com.sg/en/privacy-policy/
EA Personnel Name: Gabriel Tan
EA Personnel Reg. No.: R22104076
EA Licence No.: 07C5771

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