Relationship Manager, Premier Wealth, Region Perak

Maybank; Ipoh; On-site; MYR 60,000 - 90,000; Full time

Job summary

Maybank in Ipoh is seeking a Wealth Advisor to develop new business, sell Maybank and third-party products, and build strong relationships with High Net Worth clients. You will participate in Premier Wealth Centre activities and provide investment advisory under CFP guidelines.

Ideal candidates have 2+ years in sales, deep product knowledge, and excellent interpersonal skills to drive high-value outcomes for affluent clients.

Qualifications

• 2+ years of experience in sales or related field.
• Broad knowledge of Maybank Group’s products.
• Excellent interpersonal skills and relationship-building ability.

Responsibilities

• Develop new business opportunities.
• Sell Maybank products & 3rd party products & services.
• Build and maintain close relationships with High Net Worth (HNW) customers to provide value-added investment,“CFP-guided” advisory.

Skills

Relationship building

Sales target driven

Interpersonal skills

Education

Licenses: 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.