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Wealth Management Specialist
1 week ago
About the Role:
We are looking for a highly skilled Wealth Management Specialist to join our team at Maybank. In this role, you will be responsible for providing expert financial guidance to clients, promoting wealth solutions, and building strong relationships with our clients.
Main Responsibilities:
- Develop and implement customized financial plans tailored to clients' specific needs and goals, providing ongoing support and guidance throughout their financial journey.
- Build strong relationships with clients, understanding their financial objectives and delivering expert advice on insurance, investment, and deposit products and services.
- Identify opportunities to increase client product holdings through strategic cross-selling, leveraging your knowledge of banking, investment, deposits, and insurance products.
- Exceed sales targets and performance metrics by consistently delivering exceptional customer service and meeting or exceeding sales targets.
- Stay up-to-date with industry trends and product knowledge through ongoing training and professional development, ensuring compliance with regulatory and Bank standards and practices.
- Collaborate with internal stakeholders to drive sales growth and improve customer engagement, identifying opportunities to enhance the customer experience.
- Develop and execute sales strategies to acquire new clients and grow existing relationships, leveraging data mining techniques to identify potential customers and generate new business opportunities.
