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Relationship Manager

Chan and Partners Advisory Sdn Bhd
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RM 4500 - RM 7000

Mid Valley City

Full-Time

Job Description

Job Highlights
  • Attractive Salary Package + Unlimited Commissions
  • With Extra Rewards & Recognitions 
  • Incentives Trip
  • Young and energetic working environment
  • Training and guidance provided
  • Excellent career growth opportunity

  Job Descriptions
  • To generate new business for the Company for trust products from UBB Amanah Berhad mainly on Financial Services; Cash Trust, Private Trust, Insurance Trust, Property Trust and will writing
  • You must achieve the target given on MONTHLY basis
  • You must have your existing client's base/portfolio to promote the trust products
  • You will participate in all marketing programmes and roadshows
  • Take initiative and run activities to sources leads 
  • You shall provide professional advice and an appropriate financial and estate planning based on clients' needs
  • You must deliver high level of professionalism in your service to clients
  • You will attend clients' queries on Will and Trust services via telephone call or email or in person 
  • Provide after sales service to strengthen relationships and ensure consistent delivery of superior trust experience 
  • Provide excellent customer service through regular contact with clients, keeping abreast of latest updates and conducting reviews on our range of products and services. 

Job Requirements

  • Insurance/property agents, unit trust consultants and bankers are encouraged to apply. 
  • Candidate must possess at lease Diploma/Advanced/Higher/Graduate Diploma in Finance/Accountancy/Banking or equivalent. 
  • Requires language(s); English, Mandarin 
  • At least 2 year(s) of working experience in the related field is required for this position.
  • Preferable Senior Executive specialized in Finance - Corporate Finance/Investment/Merchant/Banking or equivalent. 
  • Excellent interpersonal and communication skills with multi-lingual ability 
  • Confident, Professional, Presentable in person and good character
  • Patient in providing detailed explanations on trust products and services. 
  • Ethical with Integrity who possesses Right Principles and Values. 
  • Preferably with banking and insurance working experience. 
  • Possess with own transportation. 

Additional Info

Experience Level

1 - 3 Years of Experience

Job Specialisation

Clerical, Administrative & Secretarial


Company Profile

Chan and Partners Advisory Sdn Bhd-logo-image

Chan and Partners Advisory Sdn Bhd

Trust services
Will Writing & Custodian Services
General Insurance
Financial Planning 

Visit us at http://www.cnpadvisory.com.my 

You will gain abundant exposure and experience in this financial advisory industry. There will be a great learning curve and career advancement for those young, energetic and dynamic individuals.

company-logo-image

Relationship Manager

Chan and Partners Advisory Sdn Bhd

RM 4500 - RM 7000

Mid Valley City

Full-Time

This job is no longer available