Relationship Manager, Premier Wealth
Job Description Provide a complete range of investment products and services to meet the needs of affluent customers with investable assets. Job Responsibilities Develop new business opportunities. Sell Maybank products, third-party products, and services.
Build and maintain close relationships with High Net Worth (HNW) customers by providing value-added investment advice. Implement operational and marketing activities of the Premier Wealth Centre.
Handle credit applications and operational transactions within the permitted authority limits. Follow Certified Financial Planner (CFP) rules and regulations when providing investment advisory to affluent customers. Job Skills Licenses obtained: FIMM, IPPC, PCE, CEILI, TBE Job Requirements Minimum 2 years of experience in sales-related fields.
Broad knowledge of Maybank Groups products. Good interpersonal and relationship-building skills, with confidence and self-assurance. Creative thinking, results-oriented, and high-performance driven.
Ability to work under pressure and meet tight deadlines; independent and team-oriented. Excellent interpersonal skills with a good understanding of product features and HNW lifestyle needs. Strong relationship management skills, customer focus, and results orientation.
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Information :
- Company : Maybank
- Position : Relationship Manager, Premier Wealth
- Location : Kuala Lumpur, Kuala Lumpur
- Country : MY
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Post Date : 2025-09-08 | Expired Date : 2025-10-08