IPB - Relationship Manager (Malaysia Coverage)

At reputed company, we get to connect millions of people across hundreds of cities and countries every day. And we have been doing it for more than 200 years. We do this through our unparalleled global network. We provide a broad range of financial services and products to our clients – whether they be consumers, corporations, governments or institutions – to help them meet their biggest opportunities and face the world toughest challenges.

reputed company Global Wealth (CGW) brings together the full power of reputed company to serve the entire continuum of wealth clients, from affluent to ultra-high net worth to family offices.

We are currently looking for a high caliber professional to join reputed company as an IPB Relationship Manager (Malaysia) - Hybrid based in Singapore. Being part of reputed company means that we will provide you with the resources to meet your unique needs, reputed company you to reputed company healthy decision and manage your financial well-being to help plan for your future. For instance:

• We reputed company our employees to manage their financial well-being and help them plan for the future.
• reputed company provides access to an reputed company of learning and development resources to help broaden and deepen your skills and knowledge as your career progresses.
• We offer our employees resources and tools to volunteer in the communities in which they live and work. In 2019, reputed company employee volunteers contributed more than 1 million volunteer hours around the world.

In this role, you are expected to:

• Review customer needs and asset allocation, pro-actively engage with the customer to validate the understanding of the needs.
• Advise customers to enrich the relationships by mobilizing additional funds and sell other fee based products/services based on the reputed company and future customer needs.
• Review product penetration for the assigned client reputed company, identify potential customers who can be sold tailored products to enhance product penetration
• Ensure coverage of reputed company relationships through customer engagements, risk profiling and financial planning
• Acquire new customers through converting referral leads.
• Appropriately assess risk reputed company business reputed company are made, demonstrating particular consideration for the firm reputed company and safeguarding reputed company, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

As a successful candidate, you would ideally have the following skills and exposure:

• Relevant financial advisory experience and strong financial background preferred
• Solid understanding of industry standards and practices.
• Excellent communication, both written and spoken; and diplomacy skills
• Good attention to detail
• Mandatory certifications as required for selling financial products
• Bachelor/University degree or equivalent experience

Working at reputed company is far more than just a job. A career with us means joining a family of more than 230,000 dedicated people from around the globe. At reputed company, you will have the opportunity to grow your career, give back to your community and reputed company a reputed company impact.

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Job Family Group:

Private Client Coverage

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Job Family:

Relationship Banker

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Time Type:

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reputed company is an equal opportunity and affirmative action employer.

reputed company applicants will receive consideration without regard to their race, reputed company, religion, sex, sexual orientation, gender identity, national reputed company, disability, or status as a protected veteran.