Privilege Financial Consultant

Maybank; Negeri Sembilan; On-site; MYR 30,000 - 45,000; Full time

Job summary

A leading financial institution in Malaysia seeks to hire candidates for a financial advisory role focusing on personalized financial consultation and wealth solutions. The position involves maintaining client relationships and meeting sales targets while ensuring compliance with banking standards. Ideal candidates are fresh graduates with strong interest in financial advisory, possessing excellent communication and interpersonal skills. This role offers a pathway to a rewarding career in banking and finance.

Qualifications

• Fresh Graduates with strong interest in financial and sales advisory are encouraged to apply.
• Strong understanding of banking, investment, deposits, and insurance products.
• Enthusiastic to build a good career in sales.

Responsibilities

• Provide personalized financial consultation and advice to clients.
• Promote wealth solutions focusing on various financial products to retail clients.
• Maintain and develop strong client relationships and manage customer portfolios.

Skills

Financial advisory

Sales

Customer service

Communication

Interpersonal skills

Job description

Job Descriptions

• 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.