Privilege Financial Consultant (Region Sarawak)

Privilege Financial Consultant (Region Sarawak)

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Responsibilities:

• Provide personalized financial consultation and advice to clients 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 other financial solutions such as financing and credit cards.
• Maintain and develop strong client relationships 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 a strong interest in financial and sales advisory are encouraged to apply.
• A good understanding of 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.
• Excellent 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).

Company Overview:

Maybank was incorporated on 31 May 1960 and commenced operations on 12 September 1960. On 17 February 1962, the bank was listed on the Kuala Lumpur Stock Exchange (now known as Bursa Malaysia). Today, it is the largest financial services group in Malaysia, offering a wide range of products and services including commercial banking, investment banking, Islamic banking, offshore banking, leasing and hire purchase, insurance, factoring, trustee services, asset management, stock broking, nominee services, venture capital, and Internet banking.