summary

kuala lumpur, wilayah persekutuan
RM7,000 - RM10,000 per month
permanent

specialism
banking & financial services
sub specialism
credit & products
reference number
91M0247479_7297210144027368441

job details

about the company
Randstad is partnering up with a leading international bank globally! They are looking for premier relationship manager across different branches of various size.
...

about the job

Key Responsibilities:

Serve as the primary relationship manager for high-value clients, demonstrating professionalism, customer-centric service, and a comprehensive understanding of financial planning principles.
Acquire, retain, and deepen relationships within a portfolio of Premier clients, collaborating with branch and direct teams to achieve business objectives and performance targets.
Conduct in-depth portfolio reviews to assess and address clients’ financial needs, both immediate and long-term.
Expand the Premier client base by onboarding new customers and upgrading existing ones, positioning yourself as their trusted financial advisor.
Strengthen client relationships through proactive engagement, cross-selling opportunities, and tailored financial solutions.
Identify clients who no longer meet Premier criteria and implement appropriate strategies, whether by reinstating eligibility or facilitating a seamless transition.
Maintain high service quality standards in line with established Service Level Agreements (SLAs).
Take full accountability for portfolio performance, ensuring alignment with the Target Operating Model (TOM) set by the organization.
Foster a high-performance culture within the branch, working collaboratively to achieve wealth and personal banking (WPB) objectives while delivering top-tier service.
Identify opportunities for wealth reviews and refer clients to wealth advisors as needed.
Drive portfolio growth and execute the WPB business plan by identifying client needs, leveraging available resources, and ensuring compliance with global and local regulatory requirements.

Requirements:

Bachelor's degree or diploma from a recognized institution.
At least five (5) years of progressive experience in financial services, retail sales, or a related field.
Proven track record in sales, particularly in insurance and investment products.
Strong experience in managing relationships with high-net-worth clients.
Solid technical expertise in wealth management solutions.
Excellent communication, client engagement, and influencing skills.
Sales-driven, with strong networking and portfolio management capabilities.
In-depth understanding of financial products, services, and client relationship management systems.
Familiarity with business banking segments, products, and services.
Must hold relevant certifications, including Certified Financial Planner (CFP), Pre-Contract Examination – Life and Insurance (PCE), Federation of Investment Managers (Unit Trust), Malaysian Takaful Association License (MTA), and Investor Protection Professional Certification (IPPC).
Strong awareness of risk, compliance, and internal controls, ensuring adherence to regulatory and internal guidelines.
Proficiency in English and local languages is required.

If you are keen to explore, kindly apply to the job abs above or reach out to Dex at 0162541577.

about the company
Randstad is partnering up with a leading international bank globally! They are looking for premier relationship manager across different branches of various size.
...

about the job

Key Responsibilities:

Serve as the primary relationship manager for high-value clients, demonstrating professionalism, customer-centric service, and a comprehensive understanding of financial planning principles.
Acquire, retain, and deepen relationships within a portfolio of Premier clients, collaborating with branch and direct teams to achieve business objectives and performance targets.
Conduct in-depth portfolio reviews to assess and address clients’ financial needs, both immediate and long-term.
Expand the Premier client base by onboarding new customers and upgrading existing ones, positioning yourself as their trusted financial advisor.
Strengthen client relationships through proactive engagement, cross-selling opportunities, and tailored financial solutions.
Identify clients who no longer meet Premier criteria and implement appropriate strategies, whether by reinstating eligibility or facilitating a seamless transition.
Maintain high service quality standards in line with established Service Level Agreements (SLAs).
Take full accountability for portfolio performance, ensuring alignment with the Target Operating Model (TOM) set by the organization.
Foster a high-performance culture within the branch, working collaboratively to achieve wealth and personal banking (WPB) objectives while delivering top-tier service.
Identify opportunities for wealth reviews and refer clients to wealth advisors as needed.
Drive portfolio growth and execute the WPB business plan by identifying client needs, leveraging available resources, and ensuring compliance with global and local regulatory requirements.

Requirements:

Bachelor's degree or diploma from a recognized institution.
At least five (5) years of progressive experience in financial services, retail sales, or a related field.
Proven track record in sales, particularly in insurance and investment products.
Strong experience in managing relationships with high-net-worth clients.
Solid technical expertise in wealth management solutions.
Excellent communication, client engagement, and influencing skills.
Sales-driven, with strong networking and portfolio management capabilities.
In-depth understanding of financial products, services, and client relationship management systems.
Familiarity with business banking segments, products, and services.
Must hold relevant certifications, including Certified Financial Planner (CFP), Pre-Contract Examination – Life and Insurance (PCE), Federation of Investment Managers (Unit Trust), Malaysian Takaful Association License (MTA), and Investor Protection Professional Certification (IPPC).
Strong awareness of risk, compliance, and internal controls, ensuring adherence to regulatory and internal guidelines.
Proficiency in English and local languages is required.

If you are keen to explore, kindly apply to the job abs above or reach out to Dex at 0162541577.

skills
no additional skills required
qualifications
no additional qualifications required
education
Bachelor Degree

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dex wong

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premier relationship manager (international bank).

job details

Key Responsibilities:

Requirements:

Key Responsibilities:

Requirements:

skills

qualifications

education

share this job.

the application process.

apply with randstad.

we’ll give you a call.

getting you registered.

compliance check.

reference and background check.

the perfect job for you.

the interview.

start your new job.

get in touch

dex wong

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