Premier relationship manager (international bank)

about the company

Randstad is partnering up with a leading international bank globally! They are looking for premier relationship manager across different branches of various size.

about the job

Key Responsibilities:

• Serve as the primary relationship manager for high-value clients, demonstrating professionalism, customer-centric service, and a comprehensive understanding of financial planning principles.
• Acquire, retain, and deepen relationships within a portfolio of Premier clients, collaborating with branch and direct teams to achieve business objectives and performance targets.
• Conduct in-depth portfolio reviews to assess and address clients’ financial needs, both immediate and long-term.
• Expand the Premier client base by onboarding new customers and upgrading existing ones, positioning yourself as their trusted financial advisor.
• Strengthen client relationships through proactive engagement, cross-selling opportunities, and tailored financial solutions.
• Identify clients who no longer meet Premier criteria and implement appropriate strategies, whether by reinstating eligibility or facilitating a seamless transition.
• Maintain high service quality standards in line with established Service Level Agreements (SLAs).
• Take full accountability for portfolio performance, ensuring alignment with the Target Operating Model (TOM) set by the organization.
• Foster a high-performance culture within the branch, working collaboratively to achieve wealth and personal banking (WPB) objectives while delivering top-tier service.
• Identify opportunities for wealth reviews and refer clients to wealth advisors as needed.
• Drive portfolio growth and execute the WPB business plan by identifying client needs, leveraging available resources, and ensuring compliance with global and local regulatory requirements.

Requirements:

• Bachelor's degree or diploma from a recognized institution.
• At least five (5) years of progressive experience in financial services, retail sales, or a related field.
• Proven track record in sales, particularly in insurance and investment products.
• Strong experience in managing relationships with high-net-worth clients.
• Solid technical expertise in wealth management solutions.
• Excellent communication, client engagement, and influencing skills.
• Sales-driven, with strong networking and portfolio management capabilities.
• In-depth understanding of financial products, services, and client relationship management systems.
• Familiarity with business banking segments, products, and services.
• Must hold relevant certifications, including Certified Financial Planner (CFP), Pre-Contract Examination – Life and Insurance (PCE), Federation of Investment Managers (Unit Trust), Malaysian Takaful Association License (MTA), and Investor Protection Professional Certification (IPPC).
• Strong awareness of risk, compliance, and internal controls, ensuring adherence to regulatory and internal guidelines.
• Proficiency in English and local languages is required.

If you are keen to explore, kindly apply to the job abs above or reach out to Dex at 0162541577.

• skills

• qualifications

• education

Bachelor Degree

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