Preferred Relationship Manager

Job Highlights

• Competitive remuneration & potential to earn where sky is the limit!
• Personal & career growth opportunities
• Opportunity to work across the regions

Key Responsibilities:

• Acquire and manage customer relationships by providing financial planning advice in a sales-oriented environment.
• Manage customer relationships to increase share of wallet under the "Farmer" concept.
• Provide financial planning advice to customers - focusing on Wealth Management Products.
• Take initiative and run activities to source leads.
• Keep abreast of customers' needs, market trends, and competitors' programme offers and activities for targeted customers regularly.
• Liaise with customers and convert leads to sales.

Job Requirements:

• Degree / Diploma holders in any discipline.
• Minimum 2/3 years of working experience in a branch sales environment.
• Possess the compulsory licenses such as IPPC, CUTE, PRS, PCEIA, CEILLI & TBE.
• Result-oriented, passionate about marketing, and willing to adopt new things.
• Ability to work independently with minimum supervision.
• Ability to deliver high-quality customer service to external and internal customers.
• Possess good interpersonal skills and able to actively interact with all levels of customers.