Relationship Manager, Premier Wealth, Region Johor/Melaka (JM)

Maybank; Johor; On-site; MYR 78,000 - 123,000; Full time

Job summary

Maybank in Malaysia is seeking a sales-focused professional for the Premier Wealth Centre. You will develop new business opportunities and promote Maybank and third-party investment products to affluent customers.

As part of the HNW client service team, you will handle credit applications, manage operations within approved limits, and ensure compliance with CFP guidelines while delivering tailored investment advice.

Qualifications

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

Responsibilities

• Develop new business opportunities.
• Sell Maybank products & 3rd party products & services.
• Build and maintain relationships with High Net Worth (HNW) customers.
• Involve and implement operational & marketing activities of Premier Wealth Centre.
• Handle credit applications and operational transactions within authority limits.
• Follow CFP rules and provide investment advisory to affluent customers.

Skills

FIMM license

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.