Malaysia Job Openings

Accord Innovations Sdn Bhd

Client Relationship Manager

Kuala Lumpur

November 4, 2024

Job Description
Based on my JD and requirements for Relationship Manager, Premier Wealth email to you before, we appreciate if you can source CVs of candidate that is coming from Financial Industry/Banking and with required licenses.
  • Federation of Investment Managers Malaysia (*_FIMM_*)
  • TAKAFUL BASIC EXAMINATION (*_TBE_*)
  • Pre-Contract Examination for Insurance Agents (PCEIA)
  • Certificate Examination in Investment-Linked Life Insurance (CEILLI)
  • Investor Protection Professional Certification (*_IPPC_*)
IPPC is optional. But it’s better if you can find candidate with IPPC license. The other 4 is mandatory.
Provide a complete range of on investment products and services offering to meet the needs of affluent customers with investable asset
Job Responsibilities
  • To develop new business opportunities.
  • To sell Maybank products & 3rd party products & services.
  • Build and maintain close business relationship with the High Net Worth (HNW) customers in providing value added investment.
  • Involve and implement operational & marketing activities of Premier Wealth Centre.
  • Handle all credit applications as well as the operational transactions within the permitted authority limit.
  • Be guided by Certified Financial Planner (CFP) rules and regulations in providing investment advisory to affluent customers.
Job Skills
  • Obtained-licenses-:-FIMM,-IPPC,-PCE,-CEILI,-TBE
Job Requirements
  • Minimum 2 years of experience in the sales related field is required for this position. - Broad knowledge of company's products.
  • Possess good interpersonal and relationship building skills with strong self-assured and confident.
  • Able to think creatively, results oriented and high performance driven. - Able to work under pressure and meeting tight deadlines, independent and a good team player.
  • Excellent interpersonal skills. - Must fully understand the product features and HNW individual life style needs.
  • Must have strong balance of relationship management, customer and result orientation.
Job Type: Contract
Pay: RM2,000.00 - RM8,000.00 per month
Schedule:
  • Monday to Friday
Application Question(s):
  • Do you have sales experience?
  • Do you have the below Lisence/certificates?
Federation of Investment Managers Malaysia (FIMM)
TAKAFUL BASIC EXAMINATION (TBE)
Pre-Contract Examination for Insurance Agents (PCEIA)
Certificate Examination in Investment-Linked Life Insurance (CEILLI)
  • Are you local to Malaysia?
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