HNW Wealth Relationship Advisor

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

Job summary

Maybank Premier Wealth Centre in Malaysia is seeking a results-driven sales professional to develop new business, sell Maybank and 3rd party investment products, and build close relationships with High Net Worth clients. You will handle credit applications within authority limits and provide investment advisory in line with CFP rules, delivering value-added solutions to affluent customers.

The role requires at least 2 years in sales, strong communication, and the ability to work under pressure

Qualifications

• Must hold licensed qualifications (FIMM/IPPC/PCE/CEILI/TBE).
• Minimum 2 years in sales with knowledge of Maybank products.
• Strong interpersonal and relationship-building skills.

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 Certified Financial Planner (CFP) rules and regulations in providing investment advisory to affluent customers.

Skills

Sales & Relationship Building

Investment Advisory

Communications

Education

FIMM/IPPC/PCE/CEILI/TBE licenses

Job description

Maybank Premier Wealth Centre in Malaysia is seeking a results-driven sales professional to develop new business, sell Maybank and 3rd party investment products, and build close relationships with High Net Worth clients. You will handle credit applications within authority limits and provide investment advisory in line with CFP rules, delivering value-added solutions to affluent customers.

The role requires at least 2 years in sales, strong communication, and the ability to work under pressure