Privilege Financial Consultant (Region Federal Territory)

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

Job summary

A leading financial services group in Malaysia is seeking a Privilege Financial Consultant to provide personalized financial consultation and promote wealth solutions. This role is ideal for fresh graduates who are enthusiastic about building a career in financial services and sales. Candidates will be responsible for maintaining client relationships, achieving sales targets, and delivering exceptional service. Strong communication and interpersonal skills in English and Bahasa Malaysia are required.

Qualifications

• Fresh Graduates with strong interest in financial and sales advisory are encouraged to apply.
• Good understanding of banking, investment, deposit, and insurance products.
• Excellent oral and written communication skills in English and Bahasa Malaysia.

Responsibilities

• Provide personalized financial consultation to clients.
• Promote wealth solutions including insurance and investment.
• Meet or exceed sales targets contributing to overall branch performance.

Skills

Sales Advisory

Financial Planning

Interpersonal Skills

Communication Skills

Education

Degree in Finance or related field

Job description

Privilege Financial Consultant (Region Federal Territory)

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• 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.

Unlock job insights

Salary match Number of applicants Skills match

Banking & Financial Services More than 10,000 employees

Maybank was incorporated on 31 May 1960 and commenced operations on 12 September 1960. On 17 February 1962, the bank was listed on the Kuala Lumpur Stock Exchange (now known as Bursa Malaysia). Today, it is the largest financial services group in Malaysia. Its extensive products and services include commercial banking, investment banking, Islamic banking, offshore banking, leasing and hire purchase, insurance, factoring, trustee services, asset management, stock broking, nominee services, venture capital and Internet banking.

Maybank was incorporated on 31 May 1960 and commenced operations on 12 September 1960. On 17 February 1962, the bank was listed on the Kuala Lumpur Stock Exchange (now known as Bursa Malaysia). Today, it is the largest financial services group in Malaysia. Its extensive products and services include commercial banking, investment banking, Islamic banking, offshore banking, leasing and hire purchase, insurance, factoring, trustee services, asset management, stock broking, nominee services, venture capital and Internet banking.

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