Commercial Manager

My Wishes Integrated Services; Kuala Lumpur; On-site; MYR 60,000 - 90,000; Full time

Benefits offered by this job

Regular team activities

Flexible working hours

Good environment

Job summary

Jora Malaysia is seeking a proactive sales and advisory professional with a degree in Finance, Business, Marketing, or related field. You will engage potential clients, present financial solutions, and build a robust pipeline while aligning with regulatory standards.

The ideal candidate is self-motivated, target-driven, able to work independently, and proficient in Microsoft Office. You will collaborate with teams to deliver value, manage client inquiries, and contribute to growth through

Qualifications

• Bachelor's Degree in Finance, Business, Marketing, or a related field.
• Good communication, presentation, and interpersonal skills.
• Self-motivated, target-driven, and able to work independently.
• Basic knowledge of financial products and customer service is an advantage.
• Proficient in Microsoft Office applications.

Responsibilities

• 1. Client Acquisition & Business Growth: Identify, prospect, and engage potential clients through strategic networking, referrals, and targeted outreach.
• Develop and execute business development strategies to achieve sales targets and revenue growth.
• Build and manage a strong pipeline of qualified prospects.
• 2. Advisory & Sales Execution: Present, position, and recommend suitable financial products and solutions based on clients' needs and objectives.
• Conduct comprehensive financial needs analysis (protection, accumulation, preservation, and legacy planning).
• Customize proposals and deliver persuasive presentations to drive client decision‑making and closure.
• 3. Relationship Management & Client Retention: Build long‑term, trust‑based relationships with clients through consistent engagement and value‑added advisory.
• Provide ongoing portfolio reviews and updates to ensure alignment with clients' evolving financial goals.
• Handle client inquiries, concerns, and service requests in a timely and professional manner.
• 4. Market Intelligence & Strategic Positioning: Monitor market trends, competitor offerings, and industry developments to identify new opportunities
• Provide insights and feedback to improve product positioning and client engagement strategies
• Identify niche segments and develop targeted approaches for market penetration
• 5. Compliance & Regulatory Adherence: Ensure all sales and advisory activities comply with regulatory requirements and company policies
• Maintain proper documentation and adhere to ethical selling practices
• Stay updated on financial regulations, compliance standards, and industry best practices
• 6. Product Knowledge & Continuous Learning: Maintain in‑depth knowledge of financial products, including insurance, investment, estate planning, and wealth solutions
• Attend training, workshops, and certifications to enhance advisory capabilities
• Translate technical product knowledge into clear client‑friendly explanations
• 7. Collaboration & Stakeholder Engagement: Work closely with internal teams (product, compliance, operations) to deliver seamless client solutions
• Collaborate with specialists (e.g., estate planners, tax advisors) for complex cases
• Support team initiatives, campaigns, and business development activities
• 8. Reporting & Performance Tracking: Track and report sales activities, pipeline status, and performance metrics
• Analyze conversion rates and client acquisition costs to improve effectiveness
• Maintain accurate client records in CRM systems

Skills

Communication skills

Presentation skills

Interpersonal skills

Self-motivation

Independent working

Financial products knowledge

MS Office

Education

Bachelor's Degree in Finance, Business, Marketing, or related field

Tools

Microsoft Office

Job description

Jora Malaysia will close on 9th September 2026. Thank you for being with us, we are cheering you on as you continue your career journey.

Bachelor's Degree in Finance, Business, Marketing, or a related field.

Good communication, presentation, and interpersonal skills.

Self-motivated, target-driven, and able to work independently.

Basic knowledge of financial products and customer service is an advantage.

Proficient in Microsoft Office applications.

Requirement

Job Requirements

• Bachelor's Degree in Finance, Business, Marketing, or a related field.
• Good communication, presentation, and interpersonal skills.
• Self-motivated, target-driven, and able to work independently.
• Basic knowledge of financial products and customer service is an advantage.
• Proficient in Microsoft Office applications.

Responsibility

1. Client Acquisition & Business Growth

Identify, prospect, and engage potential clients through strategic networking, referrals, and targeted outreach
Develop and execute business development strategies to achieve sales targets and revenue growth
Build and manage a strong pipeline of qualified prospects

2. Advisory & Sales Execution

Present, position, and recommend suitable financial products and solutions based on clients' needs and objectives
Conduct comprehensive financial needs analysis (protection, accumulation, preservation, and legacy planning)
Customize proposals and deliver persuasive presentations to drive client decision‑making and closure

3. Relationship Management & Client Retention

Build long‑term, trust‑based relationships with clients through consistent engagement and value‑added advisory
Provide ongoing portfolio reviews and updates to ensure alignment with clients' evolving financial goals
Handle client inquiries, concerns, and service requests in a timely and professional manner

4. Market Intelligence & Strategic Positioning

Monitor market trends, competitor offerings, and industry developments to identify new opportunities Provide insights and feedback to improve product positioning and client engagement strategies Identify niche segments and develop targeted approaches for market penetration

5. Compliance & Regulatory Adherence

Ensure all sales and advisory activities comply with regulatory requirements and company policies
Maintain proper documentation and adhere to ethical selling practices
Stay updated on financial regulations, compliance standards, and industry best practices

6. Product Knowledge & Continuous Learning

Maintain in‑depth knowledge of financial products, including insurance, investment, estate planning, and wealth solutions Attend training, workshops, and certifications to enhance advisory capabilities Translate technical product knowledge into clear client‑friendly explanations

7. Collaboration & Stakeholder Engagement

Work closely with internal teams (product, compliance, operations) to deliver seamless client solutions Collaborate with specialists (e.g., estate planners, tax advisors) for complex cases Support team initiatives, campaigns, and business development activities

8. Reporting & Performance Tracking

Track and report sales activities, pipeline status, and performance metrics
Analyze conversion rates and client acquisition costs to improve effectiveness Maintain accurate client records in CRM systems

Benefits

• Regular team activities
• Flexible working hours
• Good environment