Associate Relationship Manager – Priority Banking
Location: Kuala Lumpur
Industry: Banking & Financial Services
Employment Type: Full-Time
About the Opportunity
We are currently recruiting on behalf of an established international financial institution seeking an Associate Relationship Manager – Priority Banking to support the growth of its affluent banking segment.
This opportunity is ideal for an ambitious, relationship-driven banking professional with a passion for business development, client acquisition and wealth management.
The successful candidate will be responsible for building strong client relationships, acquiring new customers and introducing suitable financial solutions based on their individual needs.
Key Responsibilities
- Proactively acquire new-to-bank affluent and Priority Banking customers through referrals, networking, client engagement activities and other business development initiatives.
- Build and maintain strong relationships with new and existing customers to drive long-term engagement and business growth.
- Understand customers' financial objectives and introduce appropriate banking, wealth management and investment solutions.
- Grow customers' Assets Under Management (AUM) through effective relationship management and portfolio development.
- Conduct regular client meetings, financial discussions and portfolio reviews.
- Share relevant market insights and financial updates to support customers' financial planning needs.
- Collaborate with internal wealth specialists and product teams to identify cross-selling opportunities.
- Achieve assigned sales, revenue and customer acquisition targets.
- Participate in business development activities, client events and networking opportunities.
- Ensure all sales activities and customer interactions comply with internal policies and regulatory requirements.
Requirements
- Diploma, degree or relevant professional qualification, preferably in Banking, Finance, Business or a related discipline.
- Approximately 1–3 years of experience in banking, financial services, relationship management or sales would be advantageous.
- Experience serving affluent, Priority Banking or wealth management customers would be an added advantage.
- Strong interest in client acquisition, business development and relationship management.
- Confident in prospecting, networking and engaging with prospective customers.
- Good communication, interpersonal, presentation and negotiation skills.
- Ability to identify customers' financial needs and recommend appropriate financial solutions.
- Relevant investment or insurance licences and certifications would be advantageous.
- Self-motivated, target-driven and able to manage multiple client relationships effectively.
Why Consider This Opportunity?
- Opportunity to develop your career within an established international banking environment.
- Exposure to affluent banking, wealth management and investment solutions.
- Build long-term customer relationships and develop a strong professional network.
- Gain valuable experience in client acquisition, portfolio growth and wealth advisory.
Interested to Explore?
If you're looking to grow your career in Priority Banking and enjoy building meaningful client relationships, we'd love to hear from you.
Apply now or share your updated resume for a confidential discussion.
Pay: RM4,500.00 - RM9,000.00 per month
Benefits:
- Opportunities for promotion
- Professional development
Work Location: In person