Relationship Executive (Unit Trust)

Public Bank; Batu Pahat; On-site; MYR 26,000 - 38,000; Full time

Benefits offered by this job

Competitive remuneration

Annual leave include

Staff housing loans

Travel opportunities

Job summary

Public Bank Malaysia is seeking passionate Sales Representatives to join our expanding team. You will promote financial planning products (Unit Trusts, Bancassurance, Will Writing, Dual Currency and Deposits) to clients and help them reach their financial goals.

Your daily duties include calling leads provided to secure appointments, building strong referrals with branch staff, and participating in product promotional events to drive sales. Fresh diploma holders are encouraged.

Qualifications

• Minimum SPM with at least 5 passes with 3 credits in any subject and at least 3 years working experience.
• Fresh Diploma/Degree holders are encouraged to apply; training in sales and marketing techniques will be provided.
• Experience in sales and customer service will be an added advantage.

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

Sales

Customer service

Communication

Interpersonal skills

Willingness to travel

Education

SPM with 5 passes including 3 credits

Diploma/Degree holder encouraged

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)