Privilege Financial Consultant – Maybank
Role Summary
The Privilege Financial Consultant is responsible for providing personalized financial consultation and advice to clients based on their financial goals. This role involves promoting wealth solutions, maintaining strong client relationships, and ensuring compliance with regulatory standards in a dynamic financial services environment.
Job Description
As a Privilege Financial Consultant, you will engage with clients daily to understand their financial needs and offer tailored solutions. You will also participate in ongoing training to enhance your knowledge and skills in the financial industry.
Key Responsibilities:
- Provide personalized financial consultation to clients.
- Promote wealth solutions and financial products.
- Maintain strong relationships with clients to ensure satisfaction.
- Meet sales targets while adhering to regulatory standards.
- Engage in ongoing training to stay updated with industry trends.
- Deliver exceptional after-sales service to clients.
- Collaborate with team members to achieve overall business goals.
Job Requirements
Fresh graduates with a strong interest in financial and sales advisory.
Good understanding of banking, investment, and insurance products.
Knowledge in Financial Planning/Wealth Management or Retail Banking/Branch Operation.
Excellent oral and written communication skills in English and Bahasa Malaysia.
Strong interpersonal skills focused on exceptional service.
Ability to deliver high-quality work with minimal supervision.
Candidates with full banking licensing will have an edge.
Quick Info
Company
Maybank
Location
Penang
Salary
Undisclosed
Skills Required
7 skills
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Required Skills
Financial Consultation
Wealth Management
Sales Strategies
Client Relationship Management
Regulatory Compliance
Communication Skills
Interpersonal Skills
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