Privilege Financial Consultant - Sabak Bernam - Maybank

Description

Financial Consultant

Achieve Sales Excellence and Build Strong Client Relationships.

• Deliver personalized financial consultation and advice to clients, aligning with their goals and needs.
• Promote wealth solutions focusing on insurance, investments, and deposit products to retail clients.
• Increase client product holdings through cross-selling other financial solutions like financing and credit cards.
• Maintain and develop strong relationships with Privilege and Emerging Affluent clients, effectively managing customer portfolios in retail wealth sales and advisory.
• Meet or exceed sales targets and performance metrics, contributing to the branch's overall performance and sales revenue.
• Adhere to regulatory and Bank standards and practices.
• Participate in ongoing training and professional development to stay updated with industry trends and product knowledge.
• Act promptly on leads and maintain proactive follow-ups to maximize conversion rates.
• Provide exceptional after-sales service to maintain customer loyalty.
• Engage in sales launches and conduct data mining to identify potential customers and generate new business opportunities.

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 is essential.
• Knowledge in Financial Planning/Wealth Management or Retail Banking/Branch Operation is advantageous.
• Candidates must be enthusiastic about building a career in sales.
• Excellent oral and written communication skills in English and Bahasa Malaysia are required.
• Strong interpersonal skills with a focus on providing exceptional service to both internal and external customers are necessary.
• Candidates should be capable of delivering high-quality work with minimal supervision.
• Candidates with full banking licenses will have an advantage.

Key Responsibilities:

Sales and Business Development:

• Identify and pursue sales opportunities to meet or exceed sales targets.
• Promote and sell Maybank's wealth solutions, including insurance, investments, and deposit products.

Client Relationship Management:

• Develop and maintain strong relationships with Privilege and Emerging Affluent clients.
• Effectively manage customer portfolios in retail wealth sales and advisory.

Compliance and Regulatory:

• Adhere to regulatory and Bank standards and practices.
• Stay updated with industry trends and product knowledge through ongoing training and professional development.

Performance Metrics and Reporting:

• Meet or exceed sales targets and performance metrics.
• Contribute to the branch's overall performance and sales revenue.

Maybank 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, hire purchase, insurance, factoring, trustee services, asset management, stock broking, nominee services, venture capital, and Internet banking.