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Relationship Manager, Premier Wealth, Region Perak

MaybankIpoh, Perak, Malaysia

30+ days ago

Job description

Overview

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

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.

Skills

Obtained-licenses- : -FIMM,-IPPC,-PCE,-CEILI,-TBE

Qualifications

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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Relationship Manager • Ipoh, Perak, Malaysia

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