Relationship Manager, Premier Wealth

Job Description

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

Job Responsibilities

• Develop new business opportunities.
• Sell Maybank products and third-party products and services.
• Build and maintain close business relationships with High Net Worth (HNW) customers by providing value-added investment services.
• Involve in and implement operational and marketing activities of the Premier Wealth Centre.
• Handle all credit applications as well as 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 a sales-related field is required for this position.
• Broad knowledge of Maybank Group’s products.
• Possess good interpersonal and relationship-building skills; self-assured and confident.
• Able to think creatively, results-oriented, and high performance-driven.
• Able to work under pressure and meet tight deadlines; independent and a good team player.
• Excellent interpersonal skills.
• Must fully understand product features and HNW individual lifestyle needs.
• Must have a strong balance of relationship management, customer, and result orientation.