Wealth Relationship Manager

About the company

As part of one of the world’s largest banking and financial services organisations, offers comprehensive financial solutions. The business focus is on delivering personalised services, sustainability, and exceptional client experiences. This role focused on building relationships and providing tailored financial solutions to meet clients' needs. It involves direct interaction with clients, understanding their financial objectives, and delivering exceptional service to enhance their investment experiences.

Your tasks

Principal Responsibilities

• Proactively source and develop new business through company prospecting, networking, referrals etc.
• Use a consultative, needs-based approach to recommend tailored financial solutions aligned with clients’ goals and investment profiles.
• Provide comprehensive financial planning and advisory services to meet customer needs.
• Deliver exceptional client experiences while meeting defined service and performance metrics.
• Conduct thorough Know Your Customer (KYC) and Customer Due Diligence (CDD) checks to ensure suitability and compliance.
• Process operational transactions accurately and in line with audit and statutory requirements.
• Analyse customer feedback to identify service or process improvements.
• Provide insights to product teams for enhancing product competitiveness.
• Collaborate with the policy in-force team to maintain accurate policy information.

Requirements

• Diploma/Degree holder; relevant customer service experience preferred.
• Fresh graduates and candidates with proven sales track records are welcome to apply.
• Strong interpersonal and communication skills, adaptable, and eager to learn.
• Results-driven, with the ability to excel in both customer service and sales in a fast-paced environment.