Relationship Manager, Premier Wealth, Region Perak

Maybank; Ipoh; On-site; MYR 40,000 - 70,000; Full time

Job summary

An investment advisory position at a leading financial institution seeks a dynamic individual to provide a complete range of investment products and services tailored for affluent clients. The role involves developing business opportunities, fostering relationships with high net worth individuals, and navigating through operational transactions essential to delivering value-added services. Candidates should possess strong sales experience, exceptional interpersonal skills, and an understanding of product features aligned with client needs.

Qualifications

• Minimum 2 years of experience in a sales-related field.
• Broad knowledge of Maybank Group’s products.
• Able to work under pressure and meet tight deadlines.

Responsibilities

• Develop new business opportunities and sell products.
• Build and maintain relationships with high net worth customers.
• Handle all credit applications and operational transactions.

Skills

Interpersonal skills

Sales skills

Creative thinking

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.