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 |
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