Personal Banker _High Basic+5 DIGITS commissions

Agensi Pekerjaan YouRecruit Solution Sdn Bhd; Kuala Lumpur; On-site; MYR 60,000 - 100,000; Full time

Job summary

Agensi Pekerjaan YouRecruit Solution Sdn Bhd in Kuala Lumpur is seeking a Personal Banker to assess clients' finances and tailor plans across wealth, home ownership, education and retirement goals. You will recommend products and guide clients through onboarding, servicing, and claims with a commitment to compliant, high‑quality service.

The role emphasizes sourcing new business, building relationships, and staying informed on market trends and regulatory changes while maintaining detailed

Qualifications

• Candidate with any sales experience welcome.
• PCE CEILI TBE license is an added advantage.

Responsibilities

• Conduct comprehensive financial assessments by evaluating income, expenditures, liabilities, assets and risk appetite.
• Identify financial gaps and recommend strategies to improve clients' financial well‑being.
• Guide clients in setting short‑ and long‑term financial objectives including wealth, home ownership, education and retirement planning.
• Develop personalized financial plans tailored to clients' goals and financial circumstances.
• Recommend suitable financial products, such as investments, savings plans and insurance.
• Educate clients on available options and assist in informed decision making.
• Build and maintain strong relationships through regular engagement and professional advice.
• Proactively source new business opportunities via networking, referrals and client acquisition.
• Conduct periodic portfolio reviews and adjust strategies with market changes.
• Provide end‑to‑end support through onboarding, servicing and claims processes.
• Maintain high customer service standards and resolve inquiries efficiently.
• Stay informed about market trends, regulatory changes and best practices.
• Ensure compliance with licensing, policies and financial regulations.
• Collaborate with internal stakeholders to deliver holistic financial solutions.
• Prepare and maintain accurate client records and documentation.

Skills

Sales experience

Education

PCE CEILI TBE license

Job description

Personal Banker (Bancassurance/Mortgage)_High Basic+5 DIGITS commissions

Conduct comprehensive financial assessments by evaluating clients' income, expenditures, liabilities, assets, and risk appetite.

Identify financial gaps and recommend suitable strategies to improve clients' financial well-being.

Guide clients in setting achievable short-term and long-term financial objectives, including wealth accumulation, home ownership, children's education, and retirement planning.

Develop personalized financial plans tailored to clients' goals, lifestyle, and financial circumstances.

Recommend appropriate financial products and solutions, such as investment funds, unit trusts, savings plans, and insurance coverage.

Educate clients on available financial options and assist them in making informed financial decisions.

Build and maintain strong relationships with existing and prospective clients through regular engagement and professional advice.

Proactively source new business opportunities through networking, referrals, and client acquisition activities.

Conduct periodic portfolio reviews and adjust financial strategies in response to clients' changing needs and market conditions.

Provide end-to-end support throughout the application, onboarding, policy servicing, and claims processes.

Ensure high standards of customer service by responding promptly to client inquiries and resolving issues effectively.

Stay informed about market developments, economic trends, regulatory changes, and industry best practices.

Maintain compliance with licensing requirements, company policies, and relevant financial regulations.

Collaborate with internal stakeholders and product specialists to deliver holistic financial solutions to clients.

Prepare and maintain accurate client records, financial reports, and documentation in accordance with compliance standards.

Job Requirements:

Candidate with any sales experience welcome

Possess PCE CEILI TBE license (added advantage)