Financial Services Advisor

3 days ago


Ipoh, Perak, Malaysia TIME's group Full time

Salary Insight

Job Description

In this role, you will provide personalized financial consultation and advice to clients based on their financial goals and needs.

  • You will promote wealth solutions focusing on insurance, investment, and deposit products and services to retail clients.
  • Your goal is to increase client product holding through cross-selling on other financial solutions such as financing and credit cards.
  • Maintain and develop strong client relationships with Privilege and Emerging Affluent clients and effectively manage customer portfolios in retail wealth sales and advisory.
  • Meet or exceed sales targets and performance metrics contributing to the overall branch performance and sales revenue.
  • Ensure compliance with all regulatory and Bank standards and practices.
  • Pursue ongoing training and professional development to stay updated with industry trends and product knowledge.
  • Act promptly on leads and maintain proactive follow-ups to maximize conversion rate.
  • Deliver exceptional after-sales service to maintain customer loyalty.
  • Participate in sales launches and conduct data mining to identify potential customers and generate new business.
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.
  • Knowledge in Financial Planning/Wealth Management or Retail Banking/Branch Operation.
  • Enthusiastic to build a good career in sales.
  • 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.
  • Capable of delivering high-quality work with minimal supervision.
  • Candidates with full banking licensing will have an advantage.

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