
Premier Wealth Manager
2 weeks ago
As a Premier Wealth Manager (Offshore), you will be responsible for:
- Acquiring and prospecting new customers for the Premier Wealth Offshore segment
- Planning and managing clients' assets by matching Maybank financial and investment product solutions to their financial needs and working closely with the various product specialists
- Building a strong client relationship network through Maybank dedicated services and international network
- Contributing to the bottom-line of Premier Wealth through the accomplishment of profit and growth targets
- Maintaining a high standard of service quality and be compliant with the necessary rules and regulations at all times.
**Requirements**:
- 4 years' relevant banking experience and a consistent sales tracking record in financial products
- A performance-driven individual who exhibits strong interpersonal, communication skills and good at tele-consulting
- Sound knowledge of banking products and services including investment products such as unit trusts, bancassurance, and treasury products
- Mature and independent mindset, able to work effectively under pressure
- Willing to travel to prospect, acquire and build / bring their own base of clientele
- Relevant CMFAS certifications
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