Citibank Berhad KL - Citigold Relationship Manager

Citibank Berhad
Kuala Lumpur, Malaysia
Mar 20, 2018
Mar 24, 2018
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
  • Primary Location: Malaysia,Wilayah Persekutuan,Kuala Lumpur
  • Education: Bachelor's Degree
  • Job Function: Sales
  • Schedule: Full-time
  • Shift: Day Job
  • Employee Status: Regular
  • Travel Time: Yes, 50 % of the Time
  • Job ID: 18002953


  • Relationship Manager is a position of high profile and high integrity with good and wholesome values built into the character. The individual is expected to have strong relationship management skills and be able to work as a team player
  • They are primarily responsible to grow the revenue/Asset Under Management (AUM) of the customers from their portfolio. These include deepening and broadening account relationships as well as to market investment/insurance products with the objective of generating revenue for more profitable relationships with main focus on wealth management
  • Expanding on new customer base through referrals from customers or through personalized/advisory services provided personally or through the Investment Consultants.To perform outbound calls, sales visit, interact with the affluent/affinity group, to socialize when required, to acquire leads and new accounts (new customers)
  • Relationship Manager is also responsible in handling clients' enquiries as well as resolution of complaints. Making sure that they follow through the end to end process of the investigations. They should also ensure that they are the first person their customers contact with when customers have some complaints or new leads or new additional investments. They should always communicate to customers after a resolution has been obtained on an enquiry/complaint. to adopt a "holding hand" policy whether on complaints resolutions or investments executions


  • Candidate must possess at least a Bachelor's Degree, Post Graduate Diploma, Professional Degree or Master's Degree in any field. Additional professional accreditation like Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) or Persatuan Pasaran Kewangan Malaysia (PKKM) would be an added advantage
  • Minimum of 3 years experience in banking and/or investment industry
  • Well-versed in investment and/or insurance products and services such as equity, bonds, foreign currency and/or life insurance
  • Good awareness of competitive environment and economic climate
  • Strong initiative in driving business and customers focus
  • Pleasant personality with strong interpersonal and communication skill
  • Confident, intelligent, independent, result oriented and resourceful
  • A team player
  • Possess excellent presentation skills
  • Enjoy meeting people
  • Fluent written and spoken English. Ability to speak in Mandarin/Cantonese is an added advantage

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