Financial Solutions Advisor (Banking & Investments)

AmBank Group; Pahang; On-site; MYR 42,000 - 62,000; Full time

Job summary

AmBank Group in Malaysia is seeking motivated sales-focused professionals to deliver lending, bancassurance and unit trust solutions. The role involves building relationships with existing and new customers, cross-selling opportunities, and planning sales activities with the Branch Manager.

Candidate profile includes a Diploma or degree with 2–5 years of sales experience in financial institutions, fresh graduates welcome, and insurance licenses are a plus. Compliance with policies is essential.

Qualifications

• Diploma or degree in business studies/administration/management or equivalent.
• 2-5 years of sales experience in financial institutions.
• Fresh graduates are encouraged to apply.
• Insurance license in FIMM / PCEIA Life & General / CELLI / TBE / Private Retirement Scheme would be an added advantage.

Responsibilities

• Delivers sales target for lending products, bancassurance, unit trust.
• Identifies customer needs and provides financial solutions accordingly
• Attends customers' enquiry on branch products and services and feedback
• Executes sales and services to customers in accordance with internal/external policies, guidelines and regulations
• Builds and maintains business relationship with existing and new customers to ensure customer retention and cross-selling opportunities
• Plan sales activities with Branch Manager
• Ensure compliance with Ambank's policies and procedures

Skills

Sales

Customer service

Branch banking

Education

Diploma or degree

Job description

AmBank Group in Malaysia is seeking motivated sales-focused professionals to deliver lending, bancassurance and unit trust solutions. The role involves building relationships with existing and new customers, cross-selling opportunities, and planning sales activities with the Branch Manager.

Candidate profile includes a Diploma or degree with 2–5 years of sales experience in financial institutions, fresh graduates welcome, and insurance licenses are a plus. Compliance with policies is essential.