PERSONAL FINANCIAL ADVISOR - FEDERAL TERRITORY

PERSONAL FINANCIAL ADVISOR - FEDERAL TERRITORY

PERSONAL FINANCIAL ADVISOR - FEDERAL TERRITORY

• To carry out sales activities to increase sales revenue of financial planning products.
• To build relationship with existing customer focusing the segment called ‘Privilege’ and also nurturing relationship with new customers.
• Perform sales and marketing focusing on life insurance plans and wealth management products such as unit trust, structured deposit and other supplementary products such as credit card, loan and deposit.
• To refer customers to Consumer Sales Executive (CSE) position in the event they require a loan (mortgage/ASB loan).
• Participate in sales launches and data mining for potential customer and source for new business.

Requirements:

• Fresh Graduates with strong interest in financial and sales advisory are encourage to apply.
• A good understanding of the banking, investment and insurance products, mortgage, secured and unsecured lending products.
• Knowledge in Financial Planning/Wealth Management or Retail Banking/Branch Operation.
• Enthusiastic to build a good career in sales.
• Excellence oral and written communication skills in English and Bahasa Malaysia.
• Banking licensing would be an added advantage i.e: PCE/TBE/CEILLI/IPPC/FIMM

Maybank was incorporated on 31 May 1960 and commenced operations on 12 September 1960. On 17 February 1962, the bank was listed on the Kuala Lumpur Stock Exchange (now known as Bursa Malaysia). Today, it is the largest financial services group in Malaysia. Its extensive products and services include commercial banking, investment banking, Islamic banking, offshore banking, leasing and hire purchase, insurance, factoring, trustee services, asset management, stock broking, nominee services, venture capital and Internet banking.

Maybank was incorporated on 31 May 1960 and commenced operations on 12 September 1960. On 17 February 1962, the bank was listed on the Kuala Lumpur Stock Exchange (now known as Bursa Malaysia). Today, it is the largest financial services group in Malaysia. Its extensive products and services include commercial banking, investment banking, Islamic banking, offshore banking, leasing and hire purchase, insurance, factoring, trustee services, asset management, stock broking, nominee services, venture capital and Internet banking.

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