Financial Consultant

J-Recruit Recruitment Agency

Kuala Lumpur

On-site

MYR 150,000 - 200,000

Full time

30+ days ago

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Benefits offered by this job

Basic Salary RM3000-RM5000
Yearly incentive trips
Performance bonuses
Unlimited medical coverage
Permanent employment

Job summary

A leading banking institution is seeking a Financial Consultant to sell and promote bancassurance products while building customer relationships. The position requires minimum SPM qualification with relevant experience in sales and customer service. Successful candidates will receive a competitive salary package, including commissions and bonuses, along with opportunities for personal development and incentives.

Qualifications

  • Minimum SPM qualification with at least 5 passes including BM.
  • Fresh Diploma/Degree holders are encouraged to apply.
  • Experience in sales and customer service is an advantage.

Responsibilities

  • Sell and promote bancassurance products and identify customer segments.
  • Perform prospecting and cold calls to engage potential customers.
  • Participate in sales and marketing events.
  • Provide financial advice and follow-up service.

Skills

Sales experience
Customer service
Good communication skills
Interpersonal skills
Mandarin speaking

Education

SPM qualification
Diploma/Degree

Job description

Financial Consultant | Bank | Banca | KL,City Main Office

Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia

About the Employer

The employer is one of the biggest banks in Malaysia with more than 400 branches across the country and is hiring a Personal Banker for its branches.

  • Basic Salary of RM3000-RM5000 (not including commissions, bonuses, and cash incentives)
  • Yearly incentive trips and performance bonus
  • Preferential banking facility rates
  • Unlimited medical coverage
  • Permanent employment

Responsibilities:

  • Sell and promote bancassurance products and identify customer segments for new sales
  • Perform prospecting and cold calls to engage with potential prospects for sales
  • Participate in sales and marketing events to acquire new customers
    Build business relationships with customers to strengthen rapport for up‑selling activities
  • Provide financial advice and follow up service on policy matters to customers

Requirements:

  • Minimum SPM qualification (at least 5 passes including BM) with at least 3 years of work experience
  • Fresh Diploma/Degree holders are also encouraged to apply
  • Experience in sales and customer service would be an added advantage
  • Result‑driven with a strong interest in sales and marketing
  • Good communication and interpersonal skills
  • Mandarin speaking ability is a plus
  • Possess own transport and be willing to travel where required

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