Strategic Financial Advisor

7 days ago


Singapore Maybank Full time

Maybank's Premier Wealth segment is a leading provider of wealth management solutions. As a Strategic Financial Advisor, you will play a crucial role in acquiring and prospecting new customers for this segment.

The primary responsibilities of this role include:

  • Planning and managing clients' assets by matching Maybank financial and investment product solutions to their financial needs and working closely with the various product specialists.
  • Building a strong client relationship network through Maybank dedicated services and international network.
  • Contributing to the bottom-line of Premier Wealth through the accomplishment of profit and growth targets.
  • Maintaining a high standard of service quality and be compliant with the necessary rules and regulations at all times.

To succeed in this role, you should have:

  • 4 years' relevant banking experience and a consistent sales tracking record in financial products.
  • A performance-driven individual who exhibits strong interpersonal, communication skills and good at tele-consulting.
  • Sound knowledge of banking products and services including investment products such as unit trusts, bancassurance, and treasury products.
  • Mature and independent mindset, able to work effectively under pressure.
  • Willing to travel to prospect, acquire and build / bring their own base of clientele.


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