Privilege Financial Consultant (Region Melaka)

Maybank; Malacca City; On-site; MYR 30,000 - 50,000; Full time

Job summary

A leading financial institution in Malaysia is seeking motivated individuals for financial advisory roles. Responsibilities include providing personalized financial consultations and promoting wealth solutions. Candidates should be fresh graduates with a strong interest in finance, exceptional communication skills in English and Bahasa Malaysia, and a good understanding of financial products. This role offers opportunities for career development in a dynamic sales environment.

Qualifications

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

Responsibilities

• Provide personalized financial consultation and advice to clients.
• Promote wealth solutions focusing on insurance, investment, and deposits.
• Maintain and develop strong client relationships with Privilege and Emerging Affluent clients.

Skills

Financial consultation and advice

Sales and cross-selling

Client relationship management

Communication skills

Interpersonal skills

Education

Degree or equivalent in relevant field

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.