Premier Wealth Manager

Job Purpose

Responsible to Grow, manage and preserve clients' wealth through optimization of the risk, return and liquidity and work to ensure clients' financial and investment objectives are met.

Provide unbiased advice in managing and growing their wealth

Maintain a high standard of service quality and compliance

Growing Premier customers base through upgrading of existing bank’s customers and acquiring New-to-Bank customers.

Job Responsibilities

Promotes a high level of sales and service performance and productivity in PW segment

Work closely with the branch to achieve strong Premier sales and service performances.

Manage pool of Premier clients, to grow, manage and preserve clients' wealth through optimization of the risk, return and liquidity and work to ensure clients' financial and investment objectives are met

Execute Premier marketing campaign and initiatives to enhance segment’s sales performance and acquire/upgrade new & existing high net worth customers onto Premier platform.

Provide need-base financial advice to Premier clients and only to recommend shortlisted/approved house’s products to clients to achieve their financial objectives.

Raise issues/feedback with reference to product development, marketing campaigns, system and sales advisory process to provide the desired support to the business channels.

Follow up on assigned referral leads

2. Manages the PW Client Service Levels

Ensure consistent service standards are adhered to at all times.

Ensure clients’ queries, referrals and complaints are handle within stipulated SLA

Ensure regular contact with their Premier clients to maintain and enhance relationship.

3. Build and develop relationships for the purpose of client conversion, referrals and acquisition

Enhance and expand on existing customer relationship by increasing revenue per customer and product holdings through anticipating needs, active referrals, cross-sell various products and services to Premier clients with unbiased advice in managing and growing their wealth

Promote cross sector referral i.e Regional Wealth Management, Introduce Maybank affiliate i.e MKE.

4. Risk Management

Conduct compliance activities such as KYC, ECDD to effectively manage the overall risk to the bank.

Execute client’s instruction/trade accurately and timely.

Job Requirement

Preferably degree holder with 2 to 5 years’ relevant experience and outstanding track record in sales and marketing of financial products

Experience in handling high net-worth clients (on-shore / off-shore) will be an added advantage

A self motivated, customer centric and performance driven individual who operates with minimal supervision

A team player with well developed interpersonal, relationship building and communication skills

CLI/ILP/FNA/HI or CMFAS Module 1B,5,6,6A,8,9 is a pre-requisite; those with AWP/CFP will be considered favourably

Experience in banking sector and able to work with people at different level and units.

Excellent interpersonal and communication skills individual who do not give up on setbacks.

Please note only shortlisted candidates will be notified.

Maybank is among Asia's leading banking groups and is South East Asia's fourth largest bank by assets. The Maybank Group has an international network of 2,400 branches in 20 countries including all 10 ASEAN countries, with over 43,000 employees serving customers worldwide.

Maybank offers an extensive range of products and services for individuals, businesses and corporations, including consumer and corporate banking, investment banking, Islamic banking, stock broking, insurance and takaful and asset management. With Maybank's global business footprint, clients have access to vast opportunities across ASEAN and beyond.

Singapore is one of Maybank Group's largest overseas operations. Since the opening of our first branch at South Bridge Road in 1960, we have established a significant presence in the retail, wholesale and global banking markets. Maybank was identified as one of the domestic systemically important banks (D-SIBs) in 2015.

Maybank Singapore Limited, a Singapore-incorporated subsidiary with Qualifying Full Bank (QFB) privileges, offers retail (personal banking, privilege wealth, premier wealth), private wealth and SME banking services. It operates in 27 service locations. Singapore customers can also access atm5 shared ATM network - Singapore's only shared ATM network among six participating QFBs to offer a combined reach of more than 200 ATMs in Singapore.

Maybank's Singapore Branch operates the Global Banking (e.g. loans/financing, trade financing, deposits, company's operating accounts, remittances, Global Markets) business to cater to the banking needs of corporate and institutional clients.

As at December 2017, Maybank's total assets in Singapore were approximately S$65.8 billion, and is staffed by over 1,800 bank employees. With strategically located branches in the business district and suburban estates of Singapore, we are well-positioned to provide highly personalised services and locally-oriented solutions that will deliver more value to customers.

Our pursuit for business excellence standards saw Maybank being the first bank in Singapore to achieve all four certifications by Enterprise Singapore, namely Singapore Quality Class Star, Singapore Service Class, People Developer and Singapore Innovation Class at an enterprise level.

We also recognise that our employees are our best assets and place a strong emphasis on having a people-first culture. Visit our Awards and Milestones page for the listing of awards we have won over the years.