Wealth Advisor - Personal Banking & Client Solutions

Maybank; Kedah; On-site; MYR 39,000 - 61,000; Full time

Job summary

Maybank invites fresh graduates to start a career in financial advisory within our Kedah branch. You will provide personalized financial consultations, promote wealth management products, and work to grow client portfolios while meeting sales targets.

Ideal candidates will have strong communication skills in English and Bahasa Malaysia, an eagerness to learn, and a readiness to obtain banking licensing. Training and ongoing support are provided to help you succeed.

Qualifications

• Fresh graduates encouraged to apply.
• Knowledge of banking, investment, deposits and insurance products.
• Knowledge in Financial Planning/Wealth Management or Retail Banking/Branch Operation.
• Excellent oral and written communication in English and Bahasa Malaysia.
• Strong interpersonal skills with focus on exceptional service to customers.
• Capable of delivering high-quality work with minimal supervision.
• Candidates with full banking licensing will have an edge (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 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.

Skills

Financial advisory

Sales

Client relationship

Cross-selling

English & BM

Communication skills

Minimal supervision

Bank licensing

Job description

Maybank invites fresh graduates to start a career in financial advisory within our Kedah branch. You will provide personalized financial consultations, promote wealth management products, and work to grow client portfolios while meeting sales targets.

Ideal candidates will have strong communication skills in English and Bahasa Malaysia, an eagerness to learn, and a readiness to obtain banking licensing. Training and ongoing support are provided to help you succeed.