Wealth Advisor – Personal Banking & Client Growth

Malayan Banking Berhad (Maybank); Sabah; On-site; MYR 24,000 - 42,000; Full time

Job summary

Maybank seeks a motivated fresh graduate to provide personalized financial advice to retail clients in Sabah. You will promote wealth solutions across insurance, investments and wealth products, and develop client portfolios through cross-selling financing and credit cards.

You will build strong relationships with Privilege and Emerging Affluent clients, meet sales targets, comply with regulatory standards, and participate in ongoing training to stay current with industry trends and product

Qualifications

• Fresh Graduates with strong interest in financial and sales advisory are encouraged to apply.
• Solid understanding of banking, investment and insurance products.

Responsibilities

• Provide personalized financial consultation and advice to clients 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.

Skills

Sales

Financial knowledge

Customer service

Communication

Education

Fresh graduates welcome

Job description

Maybank seeks a motivated fresh graduate to provide personalized financial advice to retail clients in Sabah. You will promote wealth solutions across insurance, investments and wealth products, and develop client portfolios through cross-selling financing and credit cards.

You will build strong relationships with Privilege and Emerging Affluent clients, meet sales targets, comply with regulatory standards, and participate in ongoing training to stay current with industry trends and product