Wealth Advisor: Personal Banking & Client Growth

Malayan Banking Berhad (Maybank); Selangor; On-site; MYR 39,000 - 61,000; Full time

Job summary

Malayan Banking Berhad (Maybank) in Selangor/Negeri Sembilan invites fresh graduates to join as Personal Banker. Provide personalized financial consultation and advice to clients, aligning with their goals and needs.

You will promote wealth solutions across insurance, investment, and retail banking products, cross-selling financing and credit cards, and maintain strong relationships with Privilege and Emerging Affluent clients.

Qualifications

• Fresh graduates with strong interest in financial and sales advisory.
• Good understanding of the banking, investment and insurance products.
• Knowledge in Financial Planning/Wealth Management or Retail Banking/Branch Operation.
• Enthusiastic to build a career in sales.
• Excellent oral and written communication 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, 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

Malayan Banking Berhad (Maybank) in Selangor/Negeri Sembilan invites fresh graduates to join as Personal Banker. Provide personalized financial consultation and advice to clients, aligning with their goals and needs.

You will promote wealth solutions across insurance, investment, and retail banking products, cross-selling financing and credit cards, and maintain strong relationships with Privilege and Emerging Affluent clients.