Privilege Financial Consultant (Region Pahang)

Maybank; Pahang; On-site; MYR 36,000 - 60,000; Full time

Job summary

A leading bank in Malaysia is seeking a Financial Consultant to provide personalized financial advice and promote wealth solutions to retail clients. The ideal candidate will be a fresh graduate with a strong interest in finance, ready to build a rewarding career in sales. Responsibilities include developing client relationships, meeting sales targets, and delivering exceptional service.

Qualifications

• Fresh Graduates encouraged to apply.
• Good understanding of banking, investment, insurance products.
• Excellent English and Bahasa Malaysia communication skills.

Responsibilities

• Provide personalized financial consultation to clients.
• Meet sales targets and performance metrics.
• Engage in sales launches and conduct data mining.

Skills

Communication

Interpersonal Skills

Customer Service

Education

Bachelor's Degree (Finance or Related)

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.