Privilege Financial Consultant (Region Negeri Sembilan)

Maybank; Negeri Sembilan; On-site; MYR 150,000 - 200,000; Full time

Job summary

A leading financial institution in Malaysia is looking for fresh graduates to provide personalized financial consultation and advice. The role focuses on promoting financial wealth solutions while maintaining strong client relationships. Successful candidates will possess excellent communication skills and an understanding of banking products, aiming to meet sales targets effectively. This position offers opportunities for professional development and career growth.

Qualifications

• Strong interest in financial and sales advisory.
• Good understanding of banking, investment, deposits, and insurance products.
• An enthusiastic approach to building a career in sales.

Responsibilities

• Provide personalized financial consultation to clients.
• Promote wealth solutions focusing on various financial products.
• Maintain strong client relationships with retail clients.

Skills

Customer relationship management

Sales advisory

Cross selling financial solutions

Communication in English

Communication in Bahasa Malaysia

Education

Fresh Graduates

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.