Privilege Financial Consultant (Bahau Branch)

Maybank; Negeri Sembilan; On-site; MYR 30,000 - 60,000; Full time

Job summary

An established industry player is seeking enthusiastic individuals to join their dynamic team in financial sales advisory. This role involves providing personalized financial consultation, promoting wealth solutions, and building strong relationships with clients. You will have the opportunity to engage in ongoing training, stay updated with industry trends, and deliver exceptional service to clients. If you are a fresh graduate with a passion for finance and sales, this is a fantastic opportunity to kickstart your career in a supportive and growth-oriented environment.

Qualifications

• Strong interest in financial and sales advisory is essential.
• Knowledge of banking, investment, deposits, and insurance products is required.

Responsibilities

• Provide personalized financial consultation to clients based on their goals.
• Maintain strong client relationships and manage customer portfolios.

Skills

Financial Consultation

Sales Advisory

Interpersonal Skills

Communication Skills

Customer Service

Education

Bachelor's Degree (Fresh Graduates)

Tools

Banking Software

Job description

Job Descriptions

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

Requirements:

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