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

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

Job summary

A financial services provider in Malaysia is seeking an experienced investment advisor to enhance business development by managing relationships with affluent customers. The role involves selling investment products and providing value-added services. Candidates should have at least 2 years of relevant sales experience and possess strong interpersonal and relationship management skills. The position requires a solid understanding of investment products and the needs of High Net Worth individuals. Competitive compensation and growth opportunities are offered.

Qualifications

• Minimum 2 years of experience in sales-related field.
• Broad knowledge of Maybank Group’s products.
• Strong self-assurance and confidence.

Responsibilities

• Develop new business opportunities.
• Sell investment products and services.
• Maintain relationships with High Net Worth customers.

Skills

Interpersonal skills

Creative thinking

Results oriented

Relationship management

Tools

FIMM

IPPC

PCE

CEILI

TBE

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.