Wealth Management Advisor

2 weeks ago

Klang, Selangor, Malaysia Maybank Full time

Job Summary

We are seeking an experienced Wealth Management Advisor to join our team at Maybank. As a Wealth Management Advisor, you will be responsible for providing personalized financial consultation and advice to clients, promoting wealth solutions, and maintaining strong client relationships.

Main Responsibilities

  • Provide personalized financial consultation and advice to clients according to their financial goals and needs.
  • Promote wealth solutions focusing on insurance, investment, and deposit products and services to retail clients.
  • Maintain and develop strong client relationships with Privilege and Emerging Affluent clients and effectively manage customer portfolios in retail wealth sales and advisory.

Requirements

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

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