Relationship Manager, Premier Wealth

Maybank; Kuala Lumpur; On-site; MYR 60,000 - 80,000; Full time

Job summary

A leading financial institution in Kuala Lumpur seeks an experienced investment advisor to develop business opportunities and manage relationships with High Net Worth clients. The ideal candidate has over 2 years of sales experience, excellent interpersonal skills, and a solid understanding of financial products. This position offers opportunities for growth in a dynamic environment.

Qualifications

• Minimum 2 years of experience in the sales related field.
• Broad knowledge of financial products.
• Excellent interpersonal and relationship building skills.

Responsibilities

• Develop new business opportunities.
• Sell Maybank products and services.
• Build and maintain relationships with High Net Worth customers.
• Implement operational and marketing activities.
• Handle credit applications and transactions.

Job description

Job Description

Provide a complete range of on investment products and services offering to meet the needs of affluent customers with investable asset

Job 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.

Job Skills

• Obtained-licenses-:-FIMM,-IPPC,-PCE,-CEILI,-TBE

Job Requirements

• Minimum 2 years of experience in the sales related field is required for this position. - Broad knowledge of Maybank Group’s products.
• Possess good interpersonal and relationship building skills with strong self-assured and confident.
• Able to think creatively, results oriented and high performance driven. - Able to work under pressure and meeting tight deadlines, independent and a good team player.
• Excellent interpersonal skills. - Must fully understand the product features and HNW individual life style needs.
• Must have strong balance of relationship management, customer and result orientation.