Johor Wealth Advisor & Cross-Sell Specialist

Maybank; Johor; On-site; MYR 150,000 - 200,000; Full time

Job summary

A leading financial institution in Malaysia is seeking dedicated individuals to provide personalized financial consultation and wealth solutions. The role requires strong sales skills to promote investment, insurance, and deposit products to retail clients. Candidates should possess excellent communication skills in English and Bahasa Malaysia, with an enthusiasm for building a career in financial sales. This position offers the opportunity to exceed performance metrics and contribute to the overall success of the branch.

Qualifications

• Strong interest in financial and sales advisory.
• Good understanding of banking, investment, deposits, and insurance products.
• Enthusiastic to build a career in sales.

Responsibilities

• Provide personalized financial consultation and advice.
• Promote insurance, investment, and deposit products.
• Increase client product holding through cross-selling.
• Maintain strong client relationships.
• Meet sales targets and contribute to branch performance.

Skills

Financial advisory

Sales skills

Customer relationship management

Interpersonal skills

Communication skills

Education

Fresh graduates with interest in finance

Job description

A leading financial institution in Malaysia is seeking dedicated individuals to provide personalized financial consultation and wealth solutions. The role requires strong sales skills to promote investment, insurance, and deposit products to retail clients. Candidates should possess excellent communication skills in English and Bahasa Malaysia, with an enthusiasm for building a career in financial sales. This position offers the opportunity to exceed performance metrics and contribute to the overall success of the branch.