Associate, Branch Services (Penang)

Kenanga Investment Bank Berhad; Penang; On-site; MYR 20,000 - 100,000; Full time

Job summary

A national investment bank in Penang seeks candidates for customer service and business support roles. Responsibilities include handling enquiries, assisting in FIMM activities, and supporting promotional efforts. Applicants must have a Bachelor’s degree; fresh graduates are welcome to apply. This offers a great opportunity in the financial sector with a strong focus on future growth.

Qualifications

• Candidates must possess at least a Bachelor’s Degree or equivalent.
• Fresh graduates are encouraged to apply.

Responsibilities

• Attend calls and handle enquiries from advisers and investors.
• Assist with FIMM related activities and coordinate with departments.
• Perform routine follow-up of incomplete forms from advisers.
• Support business development in promotional activities and seminars.
• Manage petty cash and provide financial reconciliation.
• Document filing and execute special tasks as assigned.

Education

Bachelor’s Degree/Post Graduate Diploma/Professional Degree

Job description

KEY RESPONSIBILITIES

• Customer Service: Attend calls, walk‑in advisers and investors; handle enquiries, requests and complaints promptly via fax, email, official response letter, or verbally through tele‑conversation.
• Assist in FIMM related activities: FIMM Yearly License renewal, distribution of FiMM’s certified agent identity cards to advisers, and FIMM Seminars. Check completion of forms, acknowledge receipt, and coordinate with Adviser Services & Operation Department.
• Routine follow‑up of incomplete forms from advisers to ensure submission; perform general administration and coordination to ensure smooth operation at regional branches and agencies; ensure promotional materials and forms are available.
• Support business development team in promotional activities; educate advisers about application procedures, redemption, transfer, switching, and Adviser Application Form; provide accurate product/fund information; update advisers on dates, venues, details for CUTE organized by Company; support Retail, Private Wealth, Institutional and KenWealth Products and services.
• Support Business Development Managers / Branch Manager: prepare necessary documents such as forms, prospectus, etc.; coordinate Investment Seminars / Workshops for both IUTA and Agencies.
• Petty Cash Reconciliation: record in/out, attach receipt proof, reconcile by end of month; send signed reconciliation to finance and admin department.
• Other tasks: handle E‑submission on investment; daily collection confirmation report; document filing and documentation; execute special tasks assigned by Regional Business Head & Head of Dept.

JOB REQUIREMENTS

• Candidate must possess at least a Bachelor’s Degree/Post Graduate Diploma/Professional Degree in any field.
• Fresh graduates are encouraged to apply.

We are an established investment bank that offers a variety of financial products and services. Our range of products and services includes corporate finance, corporate and investment banking, equity broking, equity and debt capital markets, equity derivatives and structured products, private equity, treasury and the provision of investment research and advisory services. We strongly believe in investing for the future and the next stage of growth.