LITE #1vz9qtw UBBA – Senior Relationship Manager

Job Description : 
  • Manages, acquires, grows, and deepens High Net Worth customers’ relationships through effective relationship management and total financial solutions.
  • Conducts financial analysis and recommends strategies to achieve their financial goals by maximizing and protecting their wealth through a range of trust and estate planning products.
  • Analyzes economic trends, global markets, customer needs, and competitive products in order to structure personalized Trust products for customers.
  • Professionally promotes and sells a wide range of Trust and Estate Planning products to existing and potential customers.
  • To give sales/product presentations to customers and business partners as and when required.
Requirements :
  • The candidate must possess at least a Bachelor’s Degree in Finance, Banking, or other related fields.
  • Minimum of three (3) years of experience in financial services or estate planning.
  • Possess relationship management experience with high-net-worth clients
  • Assertive and is able to communicate effectively across all levels.
  • Possess good problem-solving skills and a customer-focused disposition.
  • Strong written and verbal communication skills in English.
  • Able to work independently, embrace challenges, and be self-driven.
  • Good communication and presentation skills.
  • Strong technical skills in wealth management
  • Team player with integrity.
  • Possess own transport
  • Candidates who have lesser than 3 years experience (at least 1-2 years experience) in banking or other financial services but are energetic, driven and a quick learner can be considerate.
Salary :
  • Starting basic of RM3500 (depends on experience).
  • Receives attractive commission structure on sales.
Benefits :
  • EPF & SOCSO
  • Medical coverage/ dental allowances
  • Annual overseas company trip
  • Employee wellness program
  • Yearly salary increment
  • Performance bonus
  • Employee skills enhancement program

 

Preferences :
  • Mandarin speaker AND speaks fluent English
  • Age between 28 -45

Summary

Salary RangeRM3,500
LocationDesa Sri Hartamas
Job TypeFull Time
Task ID#1vz9qtw
Company NameUBB Amanah

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