Relationship Manager, Premier Wealth, Region Sabah

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

Job summary

Maybank is seeking a sales and relationship-driven professional to develop new business opportunities and promote Maybank products and third-party offerings. The role emphasizes building close relationships with High Net Worth clients and providing value-added investment guidance at the Premier Wealth Centre.

Candidates should understand CFP rules, manage credit applications, and deliver investment advisory within authority limits, under strong market and client service orientations.

Qualifications

• Minimum 2 years of experience in the sales related field is required for this position.
• Broad knowledge of Maybank Group’s products.

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 CFP rules and regulations in providing investment advisory to affluent customers.

Skills

Relationship building

Sales

Investment advisory

Customer service

Interpersonal skills

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.