HNW Wealth Relationship Manager

Maybank; Kuala Lumpur; Presencial; MYR 60.000 - 120.000; Jornada completa

Descripción de la vacante

Maybank in Kuala Lumpur seeks an investment-focused wealth advisor to develop new business opportunities and sell Maybank and third-party products to High Net Worth clients. You will build strong relationships, support Premier Wealth Centre operations, and provide CFP-guided investment advisory within approved limits.

Ideal candidates have at least 2 years in sales, strong interpersonal skills, and a deep understanding of HNW lifestyle needs with a results-driven mindset.

Formación

• Licenses are required: FIMM, IPPC, PCE, CEILI, TBE.

Responsabilidades

• Develop new business opportunities.
• Sell Maybank products and third-party products and services.
• Build and maintain close relationships with High Net Worth (HNW) customers and provide value-added investment advice.
• Involve in and implement operational and marketing activities of Premier Wealth Centre.
• Handle all credit applications and operational transactions within authority limits.
• Follow CFP rules and regulations in providing investment advisory to affluent customers.

Conocimientos

FIMM license

IPPC license

PCE license

CEILI license

TBE license

Descripción del empleo

Maybank in Kuala Lumpur seeks an investment-focused wealth advisor to develop new business opportunities and sell Maybank and third-party products to High Net Worth clients. You will build strong relationships, support Premier Wealth Centre operations, and provide CFP-guided investment advisory within approved limits.

Ideal candidates have at least 2 years in sales, strong interpersonal skills, and a deep understanding of HNW lifestyle needs with a results-driven mindset.