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Privilege Financial Consultant (Region Johor)

Salary undisclosed

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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.
About Maybank
Size More than 250
Industry Diversified Banks
Location Malaysia
Founded 31 May 1960
View Company
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