Elite HNW Wealth Relationship Manager

Maybank; Sabah; On-site; MYR 60,000 - 90,000; Full time

Job summary

Maybank is seeking a sales and relationship-driven professional to develop new business opportunities and promote Maybank products and third-party offerings. The role emphasizes building close relationships with High Net Worth clients and providing value-added investment guidance at the Premier Wealth Centre.

Candidates should understand CFP rules, manage credit applications, and deliver investment advisory within authority limits, under strong market and client service orientations.

Qualifications

• Minimum 2 years of experience in the sales related field is required for this position.
• Broad knowledge of Maybank Group’s products.

Responsibilities

• To develop new business opportunities.
• To sell Maybank products & 3rd party products & services.
• Build and maintain close business relationship with the High Net Worth (HNW) customers in providing value added investment.
• Involve and implement operational & marketing activities of Premier Wealth Centre.
• Handle all credit applications as well as the operational transactions within the permitted authority limit.
• Be guided by CFP rules and regulations in providing investment advisory to affluent customers.

Skills

Relationship building

Sales

Investment advisory

Customer service

Interpersonal skills

Job description

Maybank is seeking a sales and relationship-driven professional to develop new business opportunities and promote Maybank products and third-party offerings. The role emphasizes building close relationships with High Net Worth clients and providing value-added investment guidance at the Premier Wealth Centre.

Candidates should understand CFP rules, manage credit applications, and deliver investment advisory within authority limits, under strong market and client service orientations.