Senior Relationship Manager, Premier & Private Banking

Ambition Lihat semua pekerjaan

  • Kuala Lumpur
  • RM 120,000-228,000 per tahun
  • Tetap
  • Sepenuh masa
  • 17 hari lepas
Senior Relationship Manager, Premier Wealth BankingThe Senior Relationship Manager is responsible for managing and growing a portfolio of Premier Banking clients by delivering holistic wealth management and banking solutions, in line with regulatory, suitability, and conduct standards set by Bank Negara Malaysia (BNM).Key Responsibilities
  • Manage and deepen long-term relationships with affluent and high-net-worth clients
  • Grow portfolio through new client acquisition, assets under management (AUM), and revenue generation
  • Provide advisory across investments, insurance, deposits, and lending solutions based on clients' financial objectives and risk profiles
  • Conduct periodic reviews to ensure suitability, adequacy, and ongoing relevance of client portfolios
  • Work closely with licensed specialists to deliver compliant and integrated wealth solutions
  • Ensure strict adherence to BNM regulations, internal policies, AML/CFT requirements, and suitability frameworks
  • Maintain accurate documentation, client records, and regulatory disclosures
Requirements
  • Bachelor's degree in Business, Finance, Economics, or a related discipline
  • Minimum 6 years of experience in Premier Banking, Private Banking, or Wealth Management
  • Proven track record in managing affluent / HNW client portfolios
  • Strong client advisory, relationship management, and communication skills
  • Good understanding of Malaysian regulatory requirements and wealth banking products
  • Possession of relevant licensing and certifications (e.g. FIMM, PCE/CEILI, IPPC where applicable)

Ambition