Relationship Manager - Perdana Privilege Banking

Position Summary

  • Serve as a trusted advisor and act as the single point of contact for high-net-worth or affluent BIBD clients.
  • Provide personalised financial, wealth, and legacy related advice and services in alignment with the Perdana customer service DNA blueprint.

Requirements & Experience

  • Must be a Citizen or Permanent Resident of Brunei Darussalam.
  • Bachelor’s Degree in business fields (preference in Finance or Economics) and/or HND in finance, economics, or a related field with 3 years working experience in the Banking industry.
  • IFP or FPPP qualification to serve as a licensed financial planner. Other relevant industry certifications and licenses is also acceptable.
  • Proven track record of managing complex portfolios and delivering exceptional financial advice to Perdana clients.
  • Excellent communication, negotiation, and presentation abilities.
  • Analytical and strategic thinking skills with proficiency in relevant computer applications and financial software.
  • Ability to speak Mandarin language is an added advantage.

Key Responsibilities

  • Take charge of managing clients’ complex investment portfolios by closely monitoring market conditions, conducting thorough investment analysis, and making informed decisions to optimise their portfolios in alignment with their risk tolerance and long-term objectives.
  • Respond to and resolve client concerns and complaints by taking ownership and collaborating with relevant internal stakeholders.
  • Effectively manage the client relationship and facilitate a smooth transition of these clients to the appropriate customer segmentation.
  • Engage in business development activities, such as networking events, client referrals, and strategic partnerships, to expand the business and achieve growth targets.

To Apply

Simply send your complete resume with supporting documents to by 14 May 2024. Please state you email subject as HRHCD100152024. Only shortlisted candidates will be notified for interview.

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Relationship Manager – Perdana Privilege Banking