582 Client Relationships jobs in Malaysia
Relationship Manager
Posted today
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Job Description
OpusAsset WP. Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia
1 week ago Be among the first 25 applicants
Responsibilities- To build, acquire and grow business with diversified clientele in line with the company’s vision, mission, ethics and investment philosophy to achieve the company’s AUM target.
- To provide excellent professional service and support at all times to meet the demands and expectations of the Client or Business Partners.
- To demonstrate a high level of teamwork, understand and support team goals/targets, and actively contribute to team performance; work closely with personnel from other departments.
- To deliver quality work, manage time and resources effectively, and ensure all work processes adhere to the company policies and procedures.
- Ensure strict compliance with regulations, Security Commission Guidelines, internal guidelines, and full compliance of internal and external policies and procedures in the areas of responsibilities.
- Minimum a degree in Marketing / Business / Finance / Investment / Accounting or related disciplines.
- Preferably 1 to 2 years of sales experience in financial products.
- Experience handling business partners in banking and financial sectors would be an advantage (for Business Partners only).
- Experience in private or priority banking would be viewed positively (for Business Partners).
- Sales-driven, proactive, results-oriented, self-motivated, resourceful, dynamic, with good interpersonal skills and a proven track record.
- Good interpersonal and communication skills; able to collaborate with various stakeholders across boundaries and be a strong team player.
- Knowledge of investment products, financial and capital markets and instruments is advantageous.
- Strong interpersonal and communication skills.
- Ability to inspire, influence and build rapport with business partners, clients and colleagues.
- Meticulous and a team player.
- Entry level
- Full-time
- Sales and Business Development
- Industries: Investment Management
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#J-18808-LjbffrRelationship Manager
Posted today
Job Viewed
Job Description
Join us at AFFIN, where the open minds meet and be inspired by a shared commitment to great work. Here, you don’t just stay at the forefront of the industry – you can make a difference too.
Job Purpose
Responsible for the distribution of BANCA (Life & General) products for Enterprise Banking. Fulfilment and achievement of assigned BANCA target by the Division.
Accountabilities
- Active distribution of suitable BANCA products to customers of Enterprise Banking
- Customize insurance programs to suit individual clients
- Consistently seek out new customers and develop customer base through networking
- Increase share of wallets for Enterprise Banking BANCA Business
- Provide BANCA advisory or support to Business Centre, Commercial Sales and to perform joint sales, where necessary
- Ensure completeness of documents being submitted and customer due diligence being complied
- Perform transactional servicing or support and manage customers’ expectation
- Participate in business planning, campaigns and tactical plans to increase sales performance
- Observe and adhere to Compliance Policies with strong awareness of BANCA operational risks
- Comply with the Professional Certification requirements, prior to promoting any BANCA products
- Building and maintaining strong, long-lasting customer relationships
- Persuade prospective clients to engage in a phone conversation and/or meeting to discuss insurance products
- Developing in-depth knowledge of company products.
- Degree in Marketing, Finance, Business Administration or any other related disciplines.
- Experience in Sales, Marketing & Event or Business administration would be an added advantage.
- Sound knowledge of Bancassurance.
- Strong initiative and positive attitude with good writing, communications, interpersonal skills and influencing skills.
- Possesses good business acumen.
- A proactive individual with good initiative, resourceful and creative.
- Passion for customer service innovation and continuous improvement.
- Excellent interpersonal and communication skills.
- Sound analytical, problem solving with good report writing skills.
- Proficient in MS Office Applications.
- Able to work independently under pressure with tight deadline.
Relationship Manager
Posted 1 day ago
Job Viewed
Job Description
Reports To: Director, Head of Asia Pacific
Job Location: Malaysia (Full-time, On-site)
GODO Capital Markets is a dynamic and rapidly expanding financial services firm committed to providing traders with ultra-tight spreads, deep liquidity, and state-of-the-art technology. As we extend our footprint into the Asia Pacific (APAC) region, particularly in Malaysia, we are seeking a highly skilled and results-driven Relationship Manager to spearhead our efforts and establish GODO as a market leader in the region.
The OpportunityWe are looking for a strategic and proactive Relationship Manager to lead GODO’s business development initiatives across the APAC region, with a primary focus on Malaysia. This is a unique opportunity to shape the company’s growth strategy, build key relationships, and establish GODO as a dominant force in the region.
The ideal candidate will possess:Deep expertise in financial services and a strong network within the APAC region.
A passion for fintech and trading, with a keen understanding of regional market dynamics.
Fluency in English. proficiency in additional languages is an added advantage.
Key ResponsibilitiesLead Generation & Client Onboarding: Identify and acquire new institutional and high-net-worth clients, including asset managers, brokers, and corporate entities, within the APAC region.
Market Expansion: Develop and execute strategies to expand the firm’s presence in Malaysia and other key APAC markets.
Sales Target Achievement : Consistently meet or exceed sales targets through proactive client engagement and business development initiatives.
Client Engagement @Retension : Establish and maintain strong, long-term relationships with clients, acting as their primary point of contact & Implement strategies to enhance client satisfaction and loyalty, ensuring high retention rates
Market Insights: Stay informed about market trends, economic developments, and regulatory changes affecting the APAC region.
Product Expertise : Possess in-depth knowledge of the firm’s product offerings, including FX, CFDs, and other financial instruments.
Sales Reporting: Maintain accurate records of sales activities and client interactions.
Strategic Planning : Contribute to the development of business strategies aimed at achieving long-term growth objectives.
Who You AreA seasoned business development leader with 4+ years of experience in FX, CFDs, or financial services within the APAC region.
Deep understanding of the regulatory landscape and financial markets.
A strong track record in client acquisition, institutional sales, and partnership development.
Excellent leadership, negotiation, and communication skills.
English proficiency is highly preferred; multilingual skills are an added advantage.
Why Join GODO ?Drive APAC Growth – Play a key role in expanding GODO’s presence across the high-growth Asia Pacific region, starting from Malaysia.
Regional Ownership – Take full ownership of client acquisition and business development initiatives in one of the world’s most dynamic trading markets.
Lucrative Earning Potential – Enjoy a competitive base salary, performance-based incentives, and opportunities to grow your career as the region scales.
Global Team, Local Impact – Collaborate with an international team while making a meaningful impact in Malaysia and the broader APAC market.
How to Apply:If you are ready to take on this exciting challenge, send your CV and a brief cover letter detailing your APAC market experience and vision for GODO to
#J-18808-LjbffrRelationship Manager
Posted 2 days ago
Job Viewed
Job Description
We continuously innovate to transform our financial services landscape, making banking better and easier. Join us at AFFIN, where open minds meet and be inspired by a shared commitment to excellence. You too can make a difference.
Key Responsibilities- Credit Acquisition: Lead team members in originating deals, exceeding client expectations, and driving overall growth. Work within the risk management framework.
- Account Profitability: Maximize earnings potential and revenue from client relationships. Review and monitor revenue performance. Sell multiple products to clients.
- Client Relationship Management: Support, identify, solicit, and establish a high-value client base. Take ownership of customer relationships and interface. Activate opportunities and assess risk criteria. Manage a portfolio of corporate accounts proactively by monitoring their status and credit risk. Coordinate internally with service delivery centers and HQ departments to enhance process efficiency and customer satisfaction.
- Service Management: Ensure prompt and quality credit processing. Monitor overdue accounts and undertake measures to prevent deterioration to NPL. Provide customer information within the bank. Facilitate facility drawdowns.
- Staff Development: Mentor and coach junior relationship managers. Guide and advise them in portfolio management where necessary.
- Regulatory and Policy Compliance: Comply with regulatory and internal policies and procedures. Provide feedback for improvement. Ensure client instructions are correctly executed with proper checks and controls. Maintain accurate call reports to assess client risk profiles. Manage AML/CFT internal programs, maintain records, and report suspicious transactions.
Apply all regulatory requirements such as KYC, AML/CFT, and related procedures consistently.
#J-18808-LjbffrRelationship Manager
Posted 5 days ago
Job Viewed
Job Description
Overview
Eastspring is a global asset manager with Asia at its core. We create a culture in which diversity is celebrated and inclusion assured, for our colleagues, customers, and partners. We provide a platform for our people to do their best work and make an impact to the business, and in exchange, we support our people's career ambitions. We pledge to make Eastspring a place where you can Connect, Grow and Succeed.
Key Accountabilities- Responsible for assisting formulation and implementation of sales strategies and plans to enhance Institutional Unit Trust Agents (IUTAs), Channel Partnership (CPs), Direct Channel (DCs), and Corporate Unit Trust Agents (CUTAs). Support and communication, as well as continually improving the work quality and standards within the Sarawak Region, ultimately contributing to the overall performance of the company in achieving its financial and non-financial objectives.
- Performance: To assist in achieving market share objectives and performance objectives in the management of the Company’s existing and new unit trust funds.
- Sales Support, Monitoring & Supervision: Monitor the performance of IUTAs, CPs, DCs and CUTAs to ensure that they achieve their goals. Develop and grow Sarawak Asset Under Management (AUM) through the four channels: IUTAs/CPs/DCs/CUTAs. Work closely with key distributors on effective business strategies and take necessary corrective actions for overall Sarawak AUM growth. Assist in motivating the respective IUTAs Branch Sales Personnel/CPs, DCs, CUTAs through branch visits, individual conferences, customer seminars and joint sales calls. Supervise and monitor campaigns & contests within the Sarawak region. Assist Manager, East Malaysia, Sarawak and work closely with Branch Executive in formulating strategies for enhancing sales. Handle IUTAs/CPs/DCs/CUTAs’ enquiries/feedback. Provide information on activities, sales campaigns, and sales applications. Support the sales and marketing activities of the IUTAs/CPs/DCs/CUTAs.
- Communication: Responsible for the overall communications to the IUTAs/CPs/DCs/CUTAs, including circulars, flyers, newsletters, memos and letters. Develop sales ideas and materials for the IUTAs branch personnel/CPs/DCs/CUTAs to enhance sales.
- Multi-Channel Distribution Management: Develop and establish the four channels: IUTAs/CPs/DCs/CUTAs. Ensure distributors within the Sarawak Region receive support and services. Plan promotions/campaigns for IUTAs branch personnel/CPs/DCs/CUTAs and investors' purchases. Assist the IUTAs/CPs/DCs/CUTAs to communicate, monitor and track their respective promotion schemes (where applicable).
- Training and Development: Provide ongoing training to enhance the skills and knowledge of the IUTAs’ branch sales personnel/CPs/DCs/CUTAs. Training topics include Company products (new and existing), support and services, soft skills (e.g., selling skills and handling objections).
- Event Organization: Assist in management and organization of events related to IUTAs/CPs/DCs/CUTAs, including scheduling seminars/road shows, liaising with designated personnel, planning activities, coordinating, and administering department activities and training schedules.
- Idea Generation: Continuously identify new ideas and opportunities, and propose them to the Manager, Sarawak Region.
- Others: Support other departments within the scope of the job function and assume duties as assigned by management.
EXPERIENCE / QUALIFICATIONS: A basic degree in Business, Economics or Finance or equivalent.
Experience- Two to four years’ experience preferably in the Fund Management / Sales & Marketing environment.
- Leadership with strong business acumen preferred. Strategic thinker with strong determination, ability to perform under stress and tight deadlines. Experience in managing and supporting distribution channels will be an added advantage.
- Fluent in spoken and written English. Fluent in Mandarin or other Chinese dialect(s) and Bahasa is an added advantage. Proficient in MS Word, PowerPoint & Excel. Fluent in English and major Chinese dialect(s). Strong presentation and communication skills, proactive and resourceful. Planning, organization and time management skills. Good interpersonal skills with the ability to engage and motivate staff. Strong knowledge of the investment industry. Sales/marketing experience with a wide range of customers/business partners.
- Should be prepared to work under pressure. Demonstrates independence and self-motivation. Possesses a high level of commitment, ability to multi-task, is a strong team player, and shows integrity, accountability, versatility, ownership, and enthusiasm in achieving results.
Eastspring is an equal opportunity employer. We provide equality of opportunity of benefits for all who apply and who perform work for our organisation irrespective of sex, race, age, ethnic origin, educational, social and cultural background, marital status, pregnancy and maternity, religion or belief, disability or part-time / fixed-term work, or any other status protected by applicable law. We encourage the same standards from our recruitment and third-party suppliers, taking into account the context of grade, job and location. We also allow for reasonable adjustments to support people with individual physical or mental health requirements.
Seniority level- Mid-Senior level
- Full-time
- Sales and Business Development
Referrals increase your chances of interviewing at Eastspring Investments by 2x.
Get notified about new Relationship Manager jobs in Sarawak, Malaysia .
Related roles- Relationship Manager, Deposit II (Hunter), Region Sarawak
- Relationship Manager, Deposit I (Farmer), Region Sarawak
- Relationship Manager, Strategic Business Alliance, Sarawak Corporate Office
- Business Development Manager - (Remote+ Uncapped Commission + Allowance)
- Business Development Manager (East Malaysia)
- Business Development Manager - remote role
Relationship Manager
Posted 9 days ago
Job Viewed
Job Description
Are you ready to be part of a transformative journey in digital banking? Join our vibrant team of visionaries and innovators as we redefine SME banking. Our team thrives on collaboration, innovation, and a shared commitment to excellence. We are passionate about delivering tailored financial solutions to small and medium-sized enterprises (SMEs) through cutting-edge digital platforms. This is your opportunity to shape the future of banking and make a meaningful impact.
About the RoleWe are seeking a dynamic and customer-focused Business Banking Relationship Manager to join our digital bank. In this role, you will be responsible for acquiring, managing, and growing relationships with SMEs, providing financial solutions through digital channels. You will work independently while also collaborating with cross-functional teams to deliver exceptional service and drive SME growth.
Key Responsibilities- Identify and onboard new Business Banking clients through digital outreach, referrals, and partnerships.
- Manage a portfolio of Business Banking clients, ensuring high levels of satisfaction and retention.
- Conduct regular reviews to understand client needs and offer appropriate financial solutions.
- Promote the bank’s suite of Business Banking products.
- Utilize CRM and digital banking platforms to monitor client activity and engagement.
- Ensure all client interactions and transactions comply with regulatory and internal policies.
- Prepare regular reports on portfolio performance, client feedback, and market trends.
- Bachelor’s degree in Business, Finance, Economics, or related field.
- Minimum 1–2 years of experience in financial institutions, Fintech or Digital Banking.
- Strong understanding of SME financial needs and banking products/microfinancing.
- Familiarity with digital banking platforms and fintech solutions.
- Excellent communication, negotiation, and interpersonal skills.
- Ability to work independently and in a fast-paced, digital-first environment.
- Open-mindedness and constructive communication, fostering an environment of mutual support and growth.
- Responsibility and ownership, with a strong sense of accountability.
- Commitment to teamwork and achieving shared goals.
- Customer focus and dedication to delivering results.
- A proactive approach to leading change and innovation.
- Curiosity for continuous learning and improvement.
- Be part of a forward-thinking digital bank transforming Business Banking.
- Work with cutting-edge technology and innovative financial products.
- Enjoy a flexible, inclusive, and growth-oriented work culture.
- Contribute to the development of reliable systems that delight our Business Banking clients.
- Collaborate with a team of like-minded individuals to deliver exceptional products.
Entry level
Employment typeFull-time
Job functionSales and Business Development
IndustriesBanking
#J-18808-LjbffrRelationship Manager
Posted 14 days ago
Job Viewed
Job Description
Maintain and deepen relationships with minimum core portfolio of 30 Middle Market/SME clients.
- Actively drive primary sales through acquisition of new Middle Market / SME customers and through new loans to existing clients.
- Carry out account planning with product specialists to identify customers to engage, and products to offer based on their needs.
- Monitor overall customer experience and per-empt or address any process lapses or delays in TAT.
- Ensure customers meet basic credit requirements, and maintain new Non-Performing Loans (NPL) within approved budget.
- Provide the qualitative credit assessment for each application.
- Work closely with Account Managers to prepare credit proposals.
- Vet, sign and deliver Letters of Offer.
- Candidate must possess at least a Bachelor's Degree in Finance/Accountancy/Banking, Marketing or equivalent.
- Minimum 3 years of working experience in credit with exposure to credit risk management and commercial including credit processing, evaluation and appraisal is required for this position.
- Possess strong credit writing and analytical skills.
- Required skill(s): Networking, Market knowledge, Financial Analysis, Sales, Proactive, Energetic, Result Oriented and Possess good business acumen.
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Relationship Manager
Posted 16 days ago
Job Viewed
Job Description
We continuously innovate to transform our financial services landscape - making banking better and easier. Join us at AFFIN, where the open minds meet and be inspired by a shared commitment to great work. You too can make a difference.
ACCOUNTABILITIES
- Manages, acquires, grows and deepens High Net Worth customers’ relationships through effective relationship management.
- Provides total financial solutions to High Net Worth customers.
- Conducts financial analysis and recommends strategies to achieve their financial goals by maximizing and protecting their wealth through a range of the bank’s investment and insurance products.
- Serves as the one-point contact to the High Net Worth customers of the Bank.
- Analyzes economic trends, global markets, customer needs and competitive products in order to structure personalised banking offerings.
- Professionally promotes and sells a wide range of wealth products and bancassurance to existing and potential customers.
- Engages in cross selling of other products based on customer needs.
REQUIREMENTS
- Manages, acquires, grows and deepens High Net Worth customers’ relationships through effective relationship management.
- Provides total financial solutions to High Net Worth customers.
- Conducts financial analysis and recommends strategies to achieve their financial goals by maximizing and protecting their wealth through a range of the bank’s investment and insurance products.
- Serves as the one-point contact to the High Net Worth customers of the Bank.
- Analyzes economic trends, global markets, customer needs and competitive products in order to structure personalised banking offerings.
- Professionally promotes and sells a wide range of wealth products and bancassurance to existing and potential customers.
- Engages in cross selling of other products based on customer needs.
Relationship Manager
Posted 2 days ago
Job Viewed
Job Description
We continuously innovate to transform our financial services landscape, making banking better and easier. Join us at AFFIN, where open minds meet and be inspired by a shared commitment to excellence. You too can make a difference. Key Responsibilities
Credit Acquisition:
Lead team members in originating deals, exceeding client expectations, and driving overall growth. Work within the risk management framework. Account Profitability:
Maximize earnings potential and revenue from client relationships. Review and monitor revenue performance. Sell multiple products to clients. Client Relationship Management:
Support, identify, solicit, and establish a high-value client base. Take ownership of customer relationships and interface. Activate opportunities and assess risk criteria. Manage a portfolio of corporate accounts proactively by monitoring their status and credit risk. Coordinate internally with service delivery centers and HQ departments to enhance process efficiency and customer satisfaction. Service Management:
Ensure prompt and quality credit processing. Monitor overdue accounts and undertake measures to prevent deterioration to NPL. Provide customer information within the bank. Facilitate facility drawdowns. Staff Development:
Mentor and coach junior relationship managers. Guide and advise them in portfolio management where necessary. Regulatory and Policy Compliance:
Comply with regulatory and internal policies and procedures. Provide feedback for improvement. Ensure client instructions are correctly executed with proper checks and controls. Maintain accurate call reports to assess client risk profiles. Manage AML/CFT internal programs, maintain records, and report suspicious transactions. Apply all regulatory requirements such as KYC, AML/CFT, and related procedures consistently.
#J-18808-Ljbffr
Relationship Manager
Posted 5 days ago
Job Viewed
Job Description
Eastspring is a global asset manager with Asia at its core. We create a culture in which diversity is celebrated and inclusion assured, for our colleagues, customers, and partners. We provide a platform for our people to do their best work and make an impact to the business, and in exchange, we support our people's career ambitions. We pledge to make Eastspring a place where you can Connect, Grow and Succeed. Key Accountabilities
Responsible for assisting formulation and implementation of sales strategies and plans to enhance Institutional Unit Trust Agents (IUTAs), Channel Partnership (CPs), Direct Channel (DCs), and Corporate Unit Trust Agents (CUTAs). Support and communication, as well as continually improving the work quality and standards within the Sarawak Region, ultimately contributing to the overall performance of the company in achieving its financial and non-financial objectives. Principle Duties & Responsibilities
Performance: To assist in achieving market share objectives and performance objectives in the management of the Company’s existing and new unit trust funds. Sales Support, Monitoring & Supervision: Monitor the performance of IUTAs, CPs, DCs and CUTAs to ensure that they achieve their goals. Develop and grow Sarawak Asset Under Management (AUM) through the four channels: IUTAs/CPs/DCs/CUTAs. Work closely with key distributors on effective business strategies and take necessary corrective actions for overall Sarawak AUM growth. Assist in motivating the respective IUTAs Branch Sales Personnel/CPs, DCs, CUTAs through branch visits, individual conferences, customer seminars and joint sales calls. Supervise and monitor campaigns & contests within the Sarawak region. Assist Manager, East Malaysia, Sarawak and work closely with Branch Executive in formulating strategies for enhancing sales. Handle IUTAs/CPs/DCs/CUTAs’ enquiries/feedback. Provide information on activities, sales campaigns, and sales applications. Support the sales and marketing activities of the IUTAs/CPs/DCs/CUTAs. Communication: Responsible for the overall communications to the IUTAs/CPs/DCs/CUTAs, including circulars, flyers, newsletters, memos and letters. Develop sales ideas and materials for the IUTAs branch personnel/CPs/DCs/CUTAs to enhance sales. Multi-Channel Distribution Management: Develop and establish the four channels: IUTAs/CPs/DCs/CUTAs. Ensure distributors within the Sarawak Region receive support and services. Plan promotions/campaigns for IUTAs branch personnel/CPs/DCs/CUTAs and investors' purchases. Assist the IUTAs/CPs/DCs/CUTAs to communicate, monitor and track their respective promotion schemes (where applicable). Training and Development: Provide ongoing training to enhance the skills and knowledge of the IUTAs’ branch sales personnel/CPs/DCs/CUTAs. Training topics include Company products (new and existing), support and services, soft skills (e.g., selling skills and handling objections). Event Organization: Assist in management and organization of events related to IUTAs/CPs/DCs/CUTAs, including scheduling seminars/road shows, liaising with designated personnel, planning activities, coordinating, and administering department activities and training schedules. Idea Generation: Continuously identify new ideas and opportunities, and propose them to the Manager, Sarawak Region. Others: Support other departments within the scope of the job function and assume duties as assigned by management. Qualifications
EXPERIENCE / QUALIFICATIONS: A basic degree in Business, Economics or Finance or equivalent. Experience
Two to four years’ experience preferably in the Fund Management / Sales & Marketing environment. Leadership with strong business acumen preferred. Strategic thinker with strong determination, ability to perform under stress and tight deadlines. Experience in managing and supporting distribution channels will be an added advantage. Knowledge/Skills/Abilities
Fluent in spoken and written English. Fluent in Mandarin or other Chinese dialect(s) and Bahasa is an added advantage. Proficient in MS Word, PowerPoint & Excel. Fluent in English and major Chinese dialect(s). Strong presentation and communication skills, proactive and resourceful. Planning, organization and time management skills. Good interpersonal skills with the ability to engage and motivate staff. Strong knowledge of the investment industry. Sales/marketing experience with a wide range of customers/business partners. Attitude
Should be prepared to work under pressure. Demonstrates independence and self-motivation. Possesses a high level of commitment, ability to multi-task, is a strong team player, and shows integrity, accountability, versatility, ownership, and enthusiasm in achieving results. Eastspring is an equal opportunity employer.
We provide equality of opportunity of benefits for all who apply and who perform work for our organisation irrespective of sex, race, age, ethnic origin, educational, social and cultural background, marital status, pregnancy and maternity, religion or belief, disability or part-time / fixed-term work, or any other status protected by applicable law. We encourage the same standards from our recruitment and third-party suppliers, taking into account the context of grade, job and location. We also allow for reasonable adjustments to support people with individual physical or mental health requirements. Seniority level
Mid-Senior level Employment type
Full-time Job function
Sales and Business Development Referrals increase your chances of interviewing at Eastspring Investments by 2x. Get notified about new Relationship Manager jobs in
Sarawak, Malaysia . Related roles
Relationship Manager, Deposit II (Hunter), Region Sarawak Relationship Manager, Deposit I (Farmer), Region Sarawak Relationship Manager, Strategic Business Alliance, Sarawak Corporate Office Business Development Manager - (Remote+ Uncapped Commission + Allowance) Business Development Manager (East Malaysia) Business Development Manager - remote role
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