Privilege Financial Consultant Federal Territory

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

Job summary

A leading financial services provider in Kuala Lumpur seeks an enthusiastic individual for financial consultation and sales advisory. The role involves providing personalized advice, promoting wealth solutions, and maintaining robust client relationships. Strong communication skills and a keen interest in finance are essential. Fresh graduates are encouraged to apply. This role offers great potential for career development in the financial sector.

Qualifications

• Fresh Graduates with strong interest in financial and sales advisory are encouraged to apply.
• A good understanding of the banking, investment and insurance products is required.
• Knowledge in Financial Planning or Wealth Management or Retail Banking.

Responsibilities

• Provide personalized financial consultation and advice to clients.
• Promote wealth solutions focusing on insurance, investment, and wealth products.
• Increase client product holdings through cross selling of financial solutions.

Skills

Strong interest in financial and sales advisory

Excellent oral and written communication skills in English and Bahasa Malaysia

Strong interpersonal skills

Ability to work with minimal supervision

Education

Fresh Graduates

Understanding of banking, investment, and insurance products

Job description

Overview

Provide personalized financial consultation and advice to client according to their financial goals and needs. Promote wealth solutions focusing on insurance, investment and wealth 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.

Responsibilities

• Provide personalized financial consultation and advice to clients according to their financial goals and needs.
• Promote wealth solutions focusing on insurance, investment and wealth 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.

Qualifications

• Fresh Graduates with strong interest in financial and sales advisory are encouraged to apply.
• A good understanding of the banking, investment 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.