Relationship Executive (Unit Trust)

Public Bank; Ayer Tawar; On-site; MYR 3,000 - 5,500; Full time

Job summary

Public Bank in Malaysia is seeking Sales Representatives to promote financial planning products to clients and help them achieve their wealth goals. You will make daily calls from supplied leads to secure sales appointments and build strong referrals through close collaboration with branch staff across departments.

Fresh graduates are welcomed; training in sales and product knowledge will be provided, along with the requirement to travel as needed.

Qualifications

• Minimum SPM with at least 5 passes and 3 credits in any subject, and at least 3 years working experience.
• Fresh Diploma/Degree holders are encouraged to apply; training in sales and product knowledge will be provided.
• Must possess own transport and be willing to travel.

Responsibilities

• Promote financial planning products (Unit Trust, Bancassurance, Will Writing, Dual Currency and Deposit) to prospective customers and assist them to meet their short term and long term financial goals.
• Perform daily calling from leads provided to secure sufficient daily sales appointments.
• Establish good relationships with branch staff and other departments to encourage strong referrals for continuous business generation.
• Participate in product promotional events to generate more sales.

Skills

Strong communication

Interpersonal skills

Education

SPM qualification

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.

Join Our Dynamic Team and Make a Difference! We’re looking for passionate and enthusiastic individuals to join us as Sales Representatives. As part of our expanding sales team, you’ll have the chance to drive real impact by assisting our clients in reaching their goals and enhancing their wealth and businesses.

In this role, you will :-

• Promote financial planning products (i.e. Unit Trust, Bancassurance, Will Writing, Dual Currency and Deposit) to prospective customers and assist them to meet their short term and long term financial goal
• Perform daily calling from leads provided to secure sufficient daily sales appointments
• Establish good relationships with branch staff and other departments to encourage strong referrals for continuous business generation
• Participate in product promotional events to generate more sales

Requirements : -

• Minimum SPM qualification with at least 5 passes with 3 credits in any subject and at least 3 years working experience
• Experience in sales and customer service will be an added advantage
• Result-oriented with desire to sell
• Strong communication and interpersonal skills
• Possess own transport and willing to travel
• Fresh Diploma/Degree holders are also encouraged to apply. Training in sales and marketing techniques and product knowledge will be provided

Why Join Us?

We offer exciting possibilities and doors of opportunities will be opened to high performing individuals.

Our employees are the fundamental building block of the Bank's resilience and long term sustainability. We are therefore committed to nurturing, developing and empowering our talents to ensure that each of them will grow to their greatest potential along side the Bank.

We hire the most talented people from diverse backgrounds. We value diversity as the wealth of experience and perspectives strengthen our ability to connect with a wide cross-section of customers and build a richer environment for creativity and innovation.

What You Can Get

Our integrated suite of wellbeing programmes designed to enhance the employees’ quality of life and welfare include the provision of:

• Fair and competitive remuneration
• Low interest/interest free staff housing loans/vehicle loans/special loans
• Attractive annual leave scheme, extended maternity leave, sabbatical leave, examination leave etc.
• Insurance coverage and attractive retirement schemes
• Performance-based reward system
• Opportunities for career advancement based on merit

To encourage employees to strive for career progression, we accord other defined benefits and perks to employees as they progress up the corporate ladder to assume bigger roles and responsibilities.

(All expenses incurred for attendance at the interview and/or in the course of hiring process will be on candidate's own account)