Relationship Mngr Achieve Career Consultant Pte. Ltd. Sarawak (Sarawak)

Acquire, cross-sell and retail Premier client's portfolio with direct teams Ensure business performance measures and planned Actively manage premier client's portfolio Acquiring new and upgrading existing clients Fulfilling different customer's needs from time to time Analysing and reviewing customer portfolio Referring mortgage business Assisting sales team in closing wealth management sales

about 6 years ago

Relationship Mngr Malayan Banking Berhad (Maybank) Johor Bahru (Johor)

This programme offers exposure and broad experience on how to build and manage the relationship with our high-net-worth clients to meet their financial needs. Talents will also learn how to:- Build a relationship with our existing clients and also nurturing new clients to the business. Understand business needs and build a wealth-management strategy. To be guided by the Certified Financial Planner (CFP) rules and regulations in providing investment advisory to affluent clients. Promote a full range of wealth management products such as unit trusts, structured deposits, mortgage loans, and insurance plans. Successful talents will undergo a holistic learning experience of: Customized and Structured Classroom Training On-the-job Learning on Product Knowledge Selling and Servicing Skills Customer Service Expertise

about 6 years ago

Relationship Mngr Malayan Banking Berhad (Maybank) Kuala Kedah (Kedah)

This programme offers exposure and broad experience on how to build and manage the relationship with our high-net-worth clients to meet their financial needs. Talents will also learn how to:- Build a relationship with our existing clients and also nurturing new clients to the business. Understand business needs and build a wealth-management strategy. To be guided by the Certified Financial Planner (CFP) rules and regulations in providing investment advisory to affluent clients. Promote a full range of wealth management products such as unit trusts, structured deposits, mortgage loans, and insurance plans. Successful talents will undergo a holistic learning experience of: Customized and Structured Classroom Training On-the-job Learning on Product Knowledge Selling and Servicing Skills Customer Service Expertise

about 6 years ago

Relationship Mngr Malayan Banking Berhad (Maybank) Kuala Lumpur (Kuala Lumpur)

This programme offers exposure and broad experience on how to build and manage the relationship with our high-net-worth clients to meet their financial needs. Talents will also learn how to:- Build a relationship with our existing clients and also nurturing new clients to the business. Understand business needs and build a wealth-management strategy. To be guided by the Certified Financial Planner (CFP) rules and regulations in providing investment advisory to affluent clients. Promote a full range of wealth management products such as unit trusts, structured deposits, mortgage loans, and insurance plans. Successful talents will undergo a holistic learning experience of: Customized and Structured Classroom Training On-the-job Learning on Product Knowledge Selling and Servicing Skills Customer Service Expertise

about 6 years ago

Relationship Mngr Malayan Banking Berhad (Maybank) Melaka (Melaka)

This programme offers exposure and broad experience on how to build and manage the relationship with our high-net-worth clients to meet their financial needs. Talents will also learn how to:- Build a relationship with our existing clients and also nurturing new clients to the business. Understand business needs and build a wealth-management strategy. To be guided by the Certified Financial Planner (CFP) rules and regulations in providing investment advisory to affluent clients. Promote a full range of wealth management products such as unit trusts, structured deposits, mortgage loans, and insurance plans. Successful talents will undergo a holistic learning experience of: Customized and Structured Classroom Training On-the-job Learning on Product Knowledge Selling and Servicing Skills Customer Service Expertise

about 6 years ago

Relationship Mngr Malayan Banking Berhad (Maybank) Pulau Pinang (Pahang)

This programme offers exposure and broad experience on how to build and manage the relationship with our high-net-worth clients to meet their financial needs. Talents will also learn how to:- Build a relationship with our existing clients and also nurturing new clients to the business. Understand business needs and build a wealth-management strategy. To be guided by the Certified Financial Planner (CFP) rules and regulations in providing investment advisory to affluent clients. Promote a full range of wealth management products such as unit trusts, structured deposits, mortgage loans, and insurance plans. Successful talents will undergo a holistic learning experience of: Customized and Structured Classroom Training On-the-job Learning on Product Knowledge Selling and Servicing Skills Customer Service Expertise

about 6 years ago

Relationship Mngr Malayan Banking Berhad (Maybank) Perak (Perak)

This programme offers exposure and broad experience on how to build and manage the relationship with our high-net-worth clients to meet their financial needs. Talents will also learn how to:- Build a relationship with our existing clients and also nurturing new clients to the business. Understand business needs and build a wealth-management strategy. To be guided by the Certified Financial Planner (CFP) rules and regulations in providing investment advisory to affluent clients. Promote a full range of wealth management products such as unit trusts, structured deposits, mortgage loans, and insurance plans. Successful talents will undergo a holistic learning experience of: Customized and Structured Classroom Training On-the-job Learning on Product Knowledge Selling and Servicing Skills Customer Service Expertise

about 6 years ago

Relationship Mngr Malayan Banking Berhad (Maybank) Kuala Selangor (Selangor)

This programme offers exposure and broad experience on how to build and manage the relationship with our high-net-worth clients to meet their financial needs. Talents will also learn how to:- Build a relationship with our existing clients and also nurturing new clients to the business. Understand business needs and build a wealth-management strategy. To be guided by the Certified Financial Planner (CFP) rules and regulations in providing investment advisory to affluent clients. Promote a full range of wealth management products such as unit trusts, structured deposits, mortgage loans, and insurance plans. Successful talents will undergo a holistic learning experience of: Customized and Structured Classroom Training On-the-job Learning on Product Knowledge Selling and Servicing Skills Customer Service Expertise

about 6 years ago

Relationship Mngr Malayan Banking Berhad (Maybank) Sarawak (Sarawak)

This programme offers exposure and broad experience on how to build and manage the relationship with our high-net-worth clients to meet their financial needs. Talents will also learn how to:- Build a relationship with our existing clients and also nurturing new clients to the business. Understand business needs and build a wealth-management strategy. To be guided by the Certified Financial Planner (CFP) rules and regulations in providing investment advisory to affluent clients. Promote a full range of wealth management products such as unit trusts, structured deposits, mortgage loans, and insurance plans. Successful talents will undergo a holistic learning experience of: Customized and Structured Classroom Training On-the-job Learning on Product Knowledge Selling and Servicing Skills Customer Service Expertise

about 6 years ago

Relationship Mngr Agensi Perkejaan Asia Recruit Sdn Bhd Johor Bahru (Johor)

Create relationship management of existing Premier Banking customers in accordance with established standards. Actively participate and support Premier Banking marketing activities for customer’s acquisition and retention. Provide advisory and financial planning assistance to customers in terms of portfolio management. Acquisition of new to Bank customers to increase our Premier base. To ensure strict compliance to all standard SOPs set by the Bank.

about 6 years ago