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Relationship Manager, Premier Wealth, Region Perak

Relationship Manager, Premier Wealth, Region Perak

Maybank GroupIpoh, Perak, Malaysia
12 jam yang lalu
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Job Description

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

Job 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.

Job Skills

  • Obtained-licenses- : -FIMM,-IPPC,-PCE,-CEILI,-TBE
  • Job Requirements

  • 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.
  • Seniority level

  • Associate
  • Employment type

  • Full-time
  • Job function

  • Finance, Marketing, and Administrative
  • #J-18808-Ljbffr

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