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Relationship Manager, Premier Wealth, Region Federal Territory (FT)

Relationship Manager, Premier Wealth, Region Federal Territory (FT)

MaybankKuala Lumpur, Kuala Lumpur, Malaysia
1 hari lalu
Penerangan pekerjaan

Maybank Federal Territory of Kuala Lumpur, Malaysia

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 and third-party products and services.
  • Build and maintain close business relationships with High Net Worth (HNW) customers in providing value-added investment.
  • 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 with strong 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 the product features and HNW individual lifestyle needs.
  • Must have a strong balance of relationship management, customer, and result orientation.

    • Seniority level

    Mid-Senior level

    Employment type

    Full-time

    Job function

    Marketing

    Industries

    Financial Services and Consumer Services

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