Relationship Manager Premier Wealth

GoKardz Technologies; Kuala Lumpur; On-site; MYR 50,000 - 70,000; Full time

Job summary

GoKardz Technologies is seeking a talented professional in Kuala Lumpur to provide a comprehensive range of investment products and services tailored to affluent customers. Responsibilities include developing new business opportunities, selling Maybank products and third-party services, and maintaining close relationships with High Net Worth clients.

The ideal candidate will have at least 2 years of sales experience and strong interpersonal skills, along with the ability to work under pressure. A broad knowledge of investment products and an understanding of affluent client needs are essential.

Qualifications

• Minimum 2 years of experience in sales-related field.
• Broad knowledge of Maybank Group’s products.
• Strong interpersonal skills and relationship building capabilities.
• Creative thinking, results-oriented, and able to work under pressure.

Responsibilities

• Develop new business opportunities.
• Sell Maybank products and third-party services.
• Build and maintain relationships with High Net Worth customers.
• Implement operational and marketing activities for Premier Wealth Centre.
• Handle credit applications and transactions within authority limit.

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.