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Financial Services Professional
1 week ago
About the Role:
We are seeking a highly motivated and enthusiastic Financial Services Professional to join our team at Maybank. As a key member of our retail banking team, you will play a vital role in providing personalized financial consultation and advice to clients according to their financial goals and needs.
Main Responsibilities:
- Provide expert financial guidance to Privilege and Emerging Affluent clients, helping them achieve their financial objectives.
- Promote wealth solutions focusing on insurance, investment, and deposit products and services to retail clients, building strong relationships and delivering exceptional customer service.
- Increase client product holding through cross-selling on other financial solutions such as financing and credit cards, leveraging your knowledge of banking, investment, deposits, and insurance products.
- Maintain and develop strong client relationships, effectively managing customer portfolios in retail wealth sales and advisory, and exceeding sales targets and performance metrics contributing to the overall branch performance and sales revenue.
- Comply with all regulatory and Bank standards and practices, staying up-to-date with industry trends and product knowledge through ongoing training and professional development.
- Act swiftly on leads and maintain proactive follow-ups to maximize conversion rates, delivering 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 opportunities.