Relationship Executive (Unit Trust)

Public Bank

Kampung Chamang

On-site

MYR 28,000 - 50,000

Full time

6 days ago
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Job summary

Public Bank invites passionate individuals to join as Sales Representatives in Malaysia, helping clients achieve financial goals through unit trusts, bancassurance, wills, dual currency, and deposits. You will call leads daily and build strong branch relationships to drive ongoing business.

The role emphasizes high activity, customer service, and a driven, result-oriented mindset with training support for sales techniques.

Qualifications

  • Minimum SPM with 5 passes and 3 credits
  • 3+ years selling/customer service experience
  • Fresh Diploma or Degree encouraged with training provided
  • Willing to travel and own transport available

Responsibilities

  • Promote financial planning products to prospective customers
  • Make daily sales calls from provided leads to secure appointments
  • Build relationships with branch staff and other departments for referrals
  • Participate in product promotional events to generate sales

Skills

Strong communication
Interpersonal skills
Result oriented
Sales experience
Customer service experience
Own transport

Education

SPM with 3 credits
Diploma or degree 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)

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