Senior Relationship Manager

[Job ID: 1070953]

Join our Priority Banking - Offshore team as a Relationship Manager and shape the financial future of our high-net-worth clients.

We offer more than just banking we provide bespoke wealth solutions. In this role, you will be the primary advisor, conducting consultative analysis to understand and meet the unique financial objectives of our offshore clients.

We are seeking a dynamic professional with at least 3 years of relationship management experience. Your expertise will be crucial in deepening client relationships by providing insightful market updates and trend analysis. If you are driven to exceed targets and thrive in a collaborative, high-performing environment, this is your opportunity to build a rewarding career with a leading international bank.

Responsibilities:

• Perform comprehensive financial needs analysis and client profiling to identify investment objectives and risk appetite.
• Manage and expand offshore high‑net‑worth client portfolios through proactive relationship management and advisory engagement.
• Provide regular market updates, portfolio reviews, and insights across local and international wealth products, with a focus on Malaysia‑linked markets.
• Recommend suitable banking, investment, and wealth management solutions aligned to clients financial goals.
• Work closely with team managers to develop and execute monthly sales strategies to meet and exceed revenue targets.
• Support client acquisition initiatives through marketing campaigns, events, and referral activities.
• Ensure full compliance with regulatory requirements, internal policies, and ethical standards at all times.

Requirements:

• Minimum 3 years of experience in relationship management, priority banking, private banking, or wealth management within financial services.
• Strong knowledge of wealth management products, banking processes, and advisory‑led sales models.
• Experience or exposure to offshore banking markets is an added advantage.
• Proven ability to manage high‑net‑worth client relationships and achieve sales or revenue targets.
• Excellent communication and interpersonal skills with a consultative, client‑centric approach.
• Degree from a recognised institution.

We regret that only shortlisted candidates will be notified. However, rest assured that all applications will be updated to our resume bank for future opportunities.

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EA Personnel Name: Tung Chi Jun (Deng Zijun)
EA Personnel Reg. no.: R25157470
EA License no.: 07C5771