HNW Premier Wealth Relationship Manager

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

Job summary

Maybank in Ipoh is seeking a Wealth Advisor to develop new business, sell Maybank and third-party products, and build strong relationships with High Net Worth clients. You will participate in Premier Wealth Centre activities and provide investment advisory under CFP guidelines.

Ideal candidates have 2+ years in sales, deep product knowledge, and excellent interpersonal skills to drive high-value outcomes for affluent clients.

Qualifications

• 2+ years of experience in sales or related field.
• Broad knowledge of Maybank Group’s products.
• Excellent interpersonal skills and relationship-building ability.

Responsibilities

• Develop new business opportunities.
• Sell Maybank products & 3rd party products & services.
• Build and maintain close relationships with High Net Worth (HNW) customers to provide value-added investment,“CFP-guided” advisory.

Skills

Relationship building

Sales target driven

Interpersonal skills

Education

Licenses: FIMM, IPPC, PCE, CEILI, TBE

Job description

Maybank in Ipoh is seeking a Wealth Advisor to develop new business, sell Maybank and third-party products, and build strong relationships with High Net Worth clients. You will participate in Premier Wealth Centre activities and provide investment advisory under CFP guidelines.

Ideal candidates have 2+ years in sales, deep product knowledge, and excellent interpersonal skills to drive high-value outcomes for affluent clients.