Priority Banking Relationship Manager

Job Purpose

Building profitable relationships with customers from their portfolio, to deepen and broaden account relationships with the objective of generating revenue and focus on wealth management.

Market investment products as well as cross-sell of consumer product to the new and existing PB customer. This will include mortgages and credit cards.

Expand on new customer base through referrals from customers or through personalized/advisory services provided personally or through the Investment Consultant team.

Acquisition and growth of Priority Banking customer relationship and portfolio in accordance with PB segment business goal.

Work with Product Owner, Investment Consultant to offer proactive and personalized financial services to the affluent segment of customers.

To support Centre Manager in promoting and developing market presence, this will ultimately deliver the individual jobholder's target and support overall target.

Job Requirement

Candidate must possess at least a Diploma or Degree in any field.

Required Licenses: PCE, CEILLI, FIMM, IPCC.

Products Knowledge: Unit Trust, Bancassurance, Structured Products, Dual Currency Investments

Proven record of at least MYR 50-60K monthly revenue.

Must be able to be based in Penang or Kedah.