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

Maybank; Kuala Lumpur; On-site; MYR 60,000 - 120,000; Full time

Job summary

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.

Qualifications

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

Responsibilities

• 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.

Skills

FIMM license

IPPC license

PCE license

CEILI license

TBE license

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.