Personal Banker - Penang

Maybank; Penang; On-site; MYR 30,000 - 54,000; Full time

Job summary

Maybank in Penang is seeking a capable Wealth Advisory professional to provide personalized financial consultation and promote wealth solutions to retail clients.

You will cross-sell insurance, investment, and deposits, build strong relationships with Privilege and Emerging Affluent clients, meet sales targets, and stay updated on industry trends.

Qualifications

• Fresh graduates encouraged to apply.
• Strong English and Bahasa Malaysia communication skills.
• Understanding of banking, investment, deposits and insurance products.

Responsibilities

• Provide personalized financial consultation and advice to clients according to their goals and needs.
• Promote wealth solutions focusing on insurance, investment and deposit products for retail clients.
• Increase client product holdings through cross selling on financing and credit cards.
• Maintain strong client relationships with Privilege and Emerging Affluent clients and manage customer portfolios in retail wealth sales and advisory.
• Meet or exceed sales targets and performance metrics contributing to branch performance and revenue.
• Comply with regulatory and bank standards and practices.
• Participate in ongoing training to stay updated with industry trends and product knowledge.
• Act swiftly on leads and perform proactive follow-ups to maximize conversion rates.
• Deliver top-tier after-sales service to maintain customer loyalty.
• Engage in sales launches and data mining to identify potential customers and generate new business.

Skills

Financial advisory

Sales

Client relationship management

Education

Fresh graduates accepted

Tools

Banking licensing

Job description

• Provide personalized financial consultation and advice to client according to their financial goals and needs.
• Promote wealth solutions focusing on insurance, investment and deposit products and services to retail clients.
• Increase client product holding through cross selling on other financial solutions such as financing and credit card.
• Maintain and develop strong client relationship with Privilege and Emerging Affluent clients and effectively manage customer portfolios in retail wealth sales and advisory.
• Meet or exceed sales targets and performance metrics contributing to the overall branch performance and sales revenue.
• Comply with all regulatory and Bank standards and practices.
• Participate in ongoing training and professional development to stay updated with industry trends and product knowledge.
• Act swiftly on leads and maintain proactive follow-ups to maximize conversion rate.
• Deliver top-tier after-sales service to maintain customer loyalty.
• Engage in sales launches and conduct data mining to identify potential customers and generate new business.

Requirements:

• Fresh Graduates with strong interest in financial and sales advisory are encourage to apply.
• A good understanding of the banking, investment, deposits and insurance products
• Knowledge in Financial Planning/Wealth Management or Retail Banking/Branch Operation.
• Enthusiastic to build a good career in sales.
• Excellence oral and written communication skills in English and Bahasa Malaysia.
• Strong interpersonal skills with a focus on providing exceptional service to both internal and external customers.
• Capable of delivering high-quality work with minimal supervision.
• Candidates with full banking licensing will have an edge i.e.: PCE/TBE/CEILLI/IPPC/FIMM.