Privilege Client Advisor

6 days ago


Klang, Selangor, Malaysia Maybank Full time

About Maybank

Maybank is a leading financial institution in Malaysia, providing a wide range of financial services to individuals and businesses. Our mission is to help our customers achieve their financial goals and improve their quality of life.

Job Description

We are seeking a talented Privilege Client Advisor to join our team. As a key member of our sales force, you will be responsible for providing expert financial guidance to clients, promoting wealth solutions, and building strong relationships with our Privilege and Emerging Affluent clients.

Key Responsibilities:

  1. Provide expert financial guidance to clients, helping them achieve their financial goals and objectives.
  2. Promote a range of wealth solutions, including insurance, investment, and deposit products, to retail clients.
  3. Build and maintain strong relationships with clients through excellent customer service and proactive communication.
  4. Meet or exceed sales targets and performance metrics, contributing to the overall branch performance and sales revenue.
  5. Stay up-to-date with industry trends and product knowledge through ongoing training and professional development.

Requirements

To be successful in this role, you will need:

  • A strong interest in financial and sales advisory.
  • A good understanding of banking, investment, deposits, and insurance products.
  • Knowledge in Financial Planning/Wealth Management or Retail Banking/Branch Operations.
  • Excellent oral and written communication skills in English and Bahasa Malaysia.
  • Strong interpersonal skills with a focus on providing exceptional service to both internal and external customers.


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