Manager, Business Wealth Management - Setapak


MY, 53300

Category:  Permanent
Facility:  626

Job Responsibilities:


Sales Strategy

  • Sales & marketing of deposits and FOREX; meet financial and investment needs of SME segments
  • Actively drive for deposits on existing to Bank & new to Bank, identify business opportunities and ensure targets allocated met.
  • Monitor and execute the action plans in achieving overall deposits target allocated.
  • Promote cash management solutions to business clients in the SME segments
  • Build pipelines through calls/prospecting potential cash management clients to achieve closures/mandated deals.
  • To participate in sales campaigns and other promotional sales events


Client Management

  • Perform cash management solutions presentation to clients based on the initial findings of their needs.
  • Prepare proposal and tailor cash management solutions based on client’s needs.
  • To ensure high standard of customer service in line with the quality and standards set by the Bank


People Management

  • Support business partners for joint marketing calls and cross sell / up sell cash management solutions to client



  • Work closely with business partners for customer referrals and conduct training to instill product knowledge and to deepen clients’ relationships and customer’s share of wallet – SME & Transaction Banking & A@work



  • Ensure completeness of the necessary documentations for account opening and registration and set up for implementation of solutions. To ensure compliance to the policies and procedures set by the Bank


Market/Client Update

  • Obtain market intelligence, establish network and update database of competitor’s offering.


Understand & Act

  • Collate feedback on any product requirements or any issues to Product & Distribution team.