Relationship Manager Premier Wealth
GokardzKuala Lumpur, Kuala Lumpur, Malaysia30+ days ago
Job descriptionPossess licenses such as FIMM, IPPC, PCE, CEILI, TBE. Minimum 2 years of experience in sales-related fields. Broad knowledge of Maybank Group’s 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, meet tight deadlines, work independently, and be a good team player. Excellent interpersonal skills and a thorough understanding of product features and HNW individual lifestyle needs. Strong in relationship management, customer focus, and results orientation.
As requested, please find attached the JD for Relationship Manager Premier Wealth. I have also included a vacancy listing for RM PWC for your reference. Your support is appreciated, especially for critical locations such as Batu Pahat, Kuantan, Setapak, and Kuching.
Looking forward to working together with you.
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, 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 limit.
- Follow Certified Financial Planner (CFP) rules and regulations when providing investment advice to affluent customers.
Job Skills
Job Requirements
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Relationship Manager • Kuala Lumpur, Kuala Lumpur, Malaysia
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