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Wealth Relationship Manager & Financial Advisory

Company

Hiredly X

Location

kuala lumpur, kuala lumpur

Type

Full-time

  • Responsible for promoting and marketing a wide range of banking products and services,
  • including unit trusts, insurance, treasury investments, cards, deposits, and other retail banking products to potential clients.
  • Manage relationships with existing and prospective customers while providing sound financial advice to support portfolio growth and long-term engagement.
  • Understand customers’ financial needs and match them with suitable banking and investment solutions to create mutu...

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