Routiqo

Premier Wealth Manager (Offshore), Philippines

Maybank Singapore

  • Singapore
  • Full-time

Job Description:

  • 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.

Job 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

Please note only shortlisted candidates will be notified.

Skills

  • Communication
  • Investment management
  • Treasury
  • Wealth management