Client Acquisition Manager

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...