Job Description

Client Acquisition Manager

Relationship Manager

Your new company

This organisation is a fast-growing foreign financial institution which is looking for a Relationship Manager to be based in Malaysia, to support the wealth segment.

Your new role

As a key member of the team, you will be trusted by the following:
  • Build and maintain key client connections, providing financial advice for portfolio growth.
  • Develop relationships with High Net Worth (HNW) clients, identifying opportunities for core products or referrals.
  • Market a range of products, including unit trusts and bancassurance to HNW clients
  • What you'll need to succeed

  • Preferably 3 to 4 years’ experience in the Banking and Financial Services Sector
  • Acquired relevant licences in marketing wealth and investment products such as PCE, TBE, CEILLI, FIMM, IPPC
  • Good at both written and verbal communication, report writing and prepar...
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