Relationship Manager
IntelliPro Singapore Pte. Ltd. Kuala Lumpur, MalaysiaRelationship Manager
What is this job about?
Your main job is to look after premium, high-net-worth bank clients. You will build long-term relationships with them, understand their personal financial goals, and help them manage, save, and grow their money.
What will you do every day?
- Help clients manage their wealth : Talk to clients about their life goals and offer simple, structured ways for them to invest, save, and buy insurance.
- Work with internal experts : Meet with the bank's investment and product specialists to design the best financial plans for your clients.
- Keep client portfolios healthy : Check in on your clients regularly to update their financial plans as their lives or market conditions change.
- Follow the rules : Make sure all account sign-ups, paperwork, and sales follow the law and the bank's safety policies perfectly.
What do you need to apply?
- Experience : At least 1 - 3 years of experience working in a bank, selling financial products, and handling clients.
- Required Licenses : You must already have passed your local financial exams (PCE, CEILI, FIMM, TBE, and IPPC ).
- Skills : Great communication skills, a friendly personality, and a passion for helping people manage their money.
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