Financial Services Expert

5 days ago


Kuala Lumpur, Kuala Lumpur, Malaysia Maybank Full time
Job Description

We are looking for a highly motivated Financial Services Expert to join our team at Maybank. As a key member of our finance team, you will be responsible for providing sales and advisory services to existing and new clients based on their financial needs.

Main Duties
  1. Provide sales and advisory services to clients across various products, including Wealth Management Domain (Investment & Protection) and Cross-selling other products under CFS.
  2. Process and submit loan applications for approval, following up closely on acceptance until disbursement of Mortgage, ASB Financing, and SME Financing.
  3. Evaluate and ensure the quality of sales application processes within stipulated Turnaround Time (TAT).

Requirements
  1. A minimum of 3 years of experience in sales and/or advisory fields with a proven track record.
  2. Broad knowledge of Maybank's products, including Mortgage, ASB Financing, Investment, SME Loan, etc.
  3. Excellent interpersonal skills with the ability to interact and build relationships with diverse individuals at all levels.


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