Retail Banking Wealth Advisor

Malayan Banking Berhad (Maybank); Sarawak; On-site; MYR 36,000 - 60,000; Full time

Job summary

Maybank in Malaysia is seeking fresh graduates to join our wealth advisory team. You will provide personalized financial consultation and advice to clients, focusing on the goals and needs of retail customers.

You will promote wealth solutions spanning insurance, investments and wealth products, and cross-sell financing and credit cards to grow client holdings. Build strong relationships with Privilege and Emerging Affluent clients while meeting sales targets and upholding bank standards.

Qualifications

• Fresh Graduates with strong interest in financial and sales advisory are encouraged to apply.
• A good understanding of the banking, investment 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.

Responsibilities

• Provide personalized financial consultation and advice to client according to their financial goals and needs.
• Promote wealth solutions focusing on insurance, investment and wealth 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.

Job description

Maybank in Malaysia is seeking fresh graduates to join our wealth advisory team. You will provide personalized financial consultation and advice to clients, focusing on the goals and needs of retail customers.

You will promote wealth solutions spanning insurance, investments and wealth products, and cross-sell financing and credit cards to grow client holdings. Build strong relationships with Privilege and Emerging Affluent clients while meeting sales targets and upholding bank standards.