Business Relationship Manager - Wealth

Shift: Day Job

Schedule: Full-time

BUSINESS RELATIONSHIP MANAGER

Job Purpose:

• Assist partners in generating new business to achieve defined SP targets in single pay

AUM, fee income, and activation

• Build and deepen relationships with partners to drive business

• Help Identify clients’ financial goals and expectations and assist partners in selecting

appropriate investment opportunities

• Create and implement sales strategies / activities

Sales Management

• Meet annual goals / budgets in assigned area/desk (portfolio)

• Develop existing and new client relationships

• Market a full range of Wealth Management products and services in a diversified manner

to existing and new clients

• Maintain communications with bank partners & clients to assess their needs and risk

profile, advise on appropriate investment mix

• Manage and monitor current portfolio to identify cross selling and upselling opportunities

• Ensure product documentation including training modules and client presentation is at all

times correct and appropriate

• Maintain good level of knowledge of the Bank’s systems and regulatory environment

Partnership Management

• Building and maintaining strong, long-lasting JV relationship with bank partners by

attending morning huddles and conducting monthly meetings to drive agreed strategies

and review current performance.

• Provide professional customer service to achieve high level of partner/customer

satisfaction and retention by monitoring partner/customer feedback to ensure constant

enhancement of service levels and efficiency

• To drive collaborated actions for MBTC and AXA that will yield to a win-win result for both

parties.

• Ensure compliance with Bank’s policies/procedures and regulatory requirements, in

particular with regards to the KYC responsibilities and duties, as per relevant policies and

procedures.

Minimum Qualifications

• Graduate of Bachelor Degree / with Master’s Degree

• Has experience in private wealth, private banking, or investment portfolio management

of clients.

• Preferably has 5-8 years of working experience as a relationship manager or any similar

role.

• Great interpersonal skills is an advantage