relationship manager, private/premier banking in Kuala Lumpur

Kuala Lumpur, Wilayah Persekutuan
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job description

About our client

Our client is among the largest regional financial services group headquartered in Kuala Lumpur, Malaysia offering financial services and products to retail and institution clients. Our client is seeking candidate to be part of their private banking business serving the mass afluent and high net worth individual clients across Malaysia.

About the role

  • You advise/guide the high net worth individuals in managing their investments parked with the bank to generate better than market return rate.
  • You review their investment portfolio with the bank on a quarterly basis and propose/recommend appropriate assets reallocation to their investment portfolio.
  • You must ensure all transaction instruction from the client are executed promptly and diligently, and comply to KYC/AML regulations/guidelines fixed by the bank and regulators.
  • You are to secure new to bank clients by seeking referrals from your existing network of clients

About the requirement

  • You graduated with a diploma and above, in any field with minimum 2 years of working experience
  • You are currently working as a Relationship Manager with a local/foreign bank or other financial services provider in a similar business involving the mass afluent and high net worth individuals segment
  • You must able to speak and/or write simple English, Malay and Chinese (good to have).
  • Must have the following profesional qualifications - FIMM, PCEIA, CEILLI, IPPC

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