Relationship Manager, Premier Wealth, Region Perak

Maybank; Ipoh; On-site; MYR 150,000 - 200,000; Full time

Job summary

A leading financial institution in Ipoh is seeking a relationship manager to develop new business opportunities and sell investment products. The ideal candidate should have a minimum of 2 years of experience, strong interpersonal skills, and the ability to manage high net worth clients effectively. This role offers the opportunity to work with a diverse range of financial products and provides a challenging yet rewarding environment.

Qualifications

• Minimum 2 years of experience in the sales-related field.
• Broad knowledge of investment products and services.
• Excellent interpersonal and relationship-building skills.

Responsibilities

• Develop new business opportunities.
• Sell Maybank products & 3rd party products & services.
• Build and maintain close business relationships with HNW customers.

Skills

Obtained licenses: FIMM

Obtained licenses: IPPC

Obtained licenses: PCE

Obtained licenses: CEILI

Obtained licenses: TBE

Job description

Overview

Provide a complete range of on investment products and services offering to meet the needs of affluent customers with investable asset.

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.

Skills

• Obtained-licenses-:-FIMM,-IPPC,-PCE,-CEILI,-TBE

Qualifications

• 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.