Preferred Relationship Manager (Cheras)

Job 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' need and market trends and competitors' programme offers and activities for targeted customers regularly.
• Liaise with customers and convert leads to sales.

Job Requirements:

• Degree / Diploma in any discipline.
• 2 – 3 years of experience in a branch sales environment.
• Possess the mandatory licenses such as IPPC, FIMM, PCE, CEILLI, TBE, etc.
• Result oriented, passionate about marketing and open to new challenges.
• Self-motivated with the ability to work independently.
• Customer-focused, delivering excellent service to internal and external clients.
• Strong interpersonal skill and business acumen.

Only shortlisted candidates will be notified.