Senior Associate, Financial Services Sales

EWA ASIA SDN BHD; Puchong; On-site; MYR 66,960 - 133,920; Full time

Job summary

EWA ASIA SDN BHD is seeking a Senior Associate in Financial Services Sales to promote wealth products including unit trusts, insurance, and wills to clients in Malaysia.

The role focuses on cross-selling, identifying new market segments, and building lasting client relationships while meeting sales targets and ensuring regulatory compliance.

Qualifications

• Meet sales targets across wealth products.
• Identify and develop new market segments.
• Foster long-term client relationships and after-sales support.
• Ensure compliance with policies and risk management standards.

Responsibilities

• Marketing and promoting wealth products (Unit Trusts, Insurance, and Wills) to prospective clients.
• Participate in cross-selling additional wealth products tailored to customer requirements.
• Foster and maintain long-term customer relationships while providing after-sales support.
• Comply with policies, regulatory requirements, and risk management standards.
• Aim to meet sales targets for all designated products.
• Identify and develop a new market segment aligned with your area of expertise.

Skills

Sales experience

Wealth products knowledge

Cross-selling

Customer relationship management

Regulatory compliance awareness

Job description

Tasked with marketing and promoting a diverse array of wealth products and services, such as Unit Trusts, Insurance, and Wills, to prospective clients.

Participate in cross-selling additional wealth products tailored to customer requirements.

Foster and maintain long-term customer relationships while providing after-sales support.

Comply with policies, regulatory requirements, and risk management standards.

Aim to meet sales targets for all designated products.

Identify and develop a new market segment aligned with your area of expertise.

[Apply now at https://my.hiredly.com/jobs/jobs-malaysia-ewa-asia-sdn-bhd-job-senior-associate-financial-services-sales] ]]>