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Personal Financial Advisor

MYR3659.00 - 6000.00
Banking/ Financial Services

Posted by 06/11/2024

About

Maybank, or Malayan Banking Berhad, is one of Southeast Asia's leading financial institutions, providing a range of services, including personal and corporate banking, investment, and wealth management. Known for its extensive network and digital innovations, Maybank serves millions of customers across Asia with a focus on convenience, security, and customer-centric solutions.

Job Scopes

·       To carry out sales activities to increase sales revenue of financial planning products.

·       To build relationships with existing customer focusing the segment called 'Privilege' and also nurturing relationship with new customers.

·       Perform sales and marketing focusing on life insurance plans and wealth management products such as unit trust, structured deposit and other supplementary products such as credit card, loan and deposit.

·       To refer customers to Consumer Sales Executive (CSE) position in the event they require a loan (mortgage/ASB loan).

·       Participate in sales launches and data mining for potential customer and source for new business.

Job Requirements

Fresh Graduates with strong interest in financial and sales advisory are encourage to apply.

 

A good understanding of the banking, investment and insurance products, mortgage, secured and unsecured lending 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.

 

Banking licensing would be an added advantage i.e: PCE/TBE/CEILLI/IPPC/FIMM

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