Relationship Manager, Premier Wealth, Region Perak

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

Job summary

Maybank Premier Wealth Centre in Ipoh is seeking a results-driven wealth sales professional to grow an affluent client base and offer tailored investment solutions. You will develop opportunities, cross-sell Maybank and third‑party products, and provide CFP‑compliant guidance to High Net Worth individuals, under target-driven conditions.

Join a dynamic team focused on building relationships, handling credit processes, and coordinating marketing activities to strengthen Premier Wealth's market

Qualifications

• Minimum 2 years of experience in sales-related field.
• Broad knowledge of Maybank Group’s products.
• Excellent interpersonal skills and ability to build relationships.
• Understand product features and HNW lifestyle needs.
• Strong balance of relationship management, customer and result orientation.

Responsibilities

• Develop new business opportunities.
• Sell Maybank products and third-party products and services.
• Build and maintain close relationships with HNW customers for value-added investment.
• Involve and implement operational and 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

Sales experience

Relationship building

Interpersonal skills

Investment advisory

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.