Relationship Manager, Premier Wealth

  • Kuala Lumpur
  • Permanent
  • Full-time
  • 7 days ago
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. Show more Show less

foundit