Relationship Manager, Premier Wealth, Region Federal Territory (FT)

Maybank; Kuala Lumpur; On-site; MYR 60,000 - 100,000; Full time

Job summary

Maybank is seeking a Wealth Advisor to provide a complete range of investment products and services to affluent clients in Kuala Lumpur. You will build lasting relationships with High Net Worth customers, drive new business opportunities, and ensure compliant advisory services under CFP rules.

The role requires a sales background, strong interpersonal skills, and the ability to work within the Premier Wealth Centre framework to deliver value-added investment solutions.

Qualifications

• Minimum 2 years of experience in the sales related field.
• Broad knowledge of Maybank Group’s products.
• Good interpersonal and relationship building skills with confidence.
• Able to think creatively, results oriented and high performance driven.
• Excellent interpersonal skills and understanding of HNW lifestyle needs.

Responsibilities

• Develop new business opportunities.
• Sell Maybank products and 3rd party products and services.
• Build and maintain close relationships with High Net Worth customers in providing value added investment.
• Involve and implement operational and marketing activities of Premier Wealth Centre.
• Handle all credit applications and operational transactions within authority limits.
• Adhere to CFP rules and provide investment advisory to affluent customers.

Skills

2+ years sales experience

Interpersonal skills

Relationship building

HNW client understanding

Tools

FIMM

IPPC

PCE

CEILI

TBE

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.