Premier Relationship Manager, Taiping Branch

Duties & Responsibilities

• Responsible for acquiring and increasing the Assets Under Management (AUM) for Premier Wealth Banking customers.
• Develop and manage relationships with Premier Wealth Banking customers.
• Expand wallet share from both existing and new Premier Wealth Banking customers.
• Assist clients in establishing wealth portfolios that adapt to market conditions.
• Maintain a high level of professional integrity at all times.

Financial

• To provide quality wealth advisory services and financial product recommendations to Premier Wealth Banking clients.
• To enhance franchise value by cross-selling appropriate Wealth solutions based on advisory based approach.
• To expand the Premier Wealth Banking Clients Franciseby acquiring new Premier Wealth Banking Clients via contacts, referrals and marketing initiatives.

Service

• To provide excellent cus...

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