Financial Services Advisor
3 days ago
Salary Insight
Job DescriptionIn 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.
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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