Relationship Manager, Premier Wealth, Region Selangor/Negeri Sembilan (SNS)

Maybank

Selangor

On-site

MYR 60,000 - 90,000

Full time

4 days ago
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Job summary

Maybank is seeking a proactive wealth advisor for its Premier Wealth Centre in Malaysia. You will develop new business opportunities and sell Maybank and third-party investment products to affluent clients, focusing on High Net Worth accounts.

Role requires strong interpersonal skills, the ability to work under pressure, and a solid knowledge of Maybank products. You will handle credit applications and ensure CFP-guided advisory standards are met.

Qualifications

  • Minimum 2 years of experience in the sales related field is required for this position.
  • Broad knowledge of Maybank Group’s products.
  • Excellent interpersonal and relationship building skills.
  • Ability to work under pressure, meet tight deadlines, and be a good team player.

Responsibilities

  • Develop new business opportunities.
  • Sell Maybank products and 3rd party products and services.
  • Build and maintain close relationships with High Net Worth customers, providing value-added investment.
  • Involve and implement operational and marketing activities of Premier Wealth Centre.
  • Handle credit applications and transactions within authority limits.
  • Adhere to CFP rules and regulations when advising affluent customers.

Skills

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.
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