Senior Financial Services Consultant

Alliance Bank Malaysia Berhad; Ipoh; On-site; MYR 150,000 - 200,000; Full time

Job summary

A prominent bank in Malaysia is seeking a candidate to market Bancassurance products and provide financial needs analysis. The ideal applicant should possess a Bachelor's Degree and 1-3 years of relevant sales experience. Strong interpersonal and communication skills, along with fluency in English and Chinese dialects, are essential. Join a dynamic team to navigate the evolving financial landscape and serve client needs effectively.

Qualifications

• Bachelor's Degree with strong sales record in banking or financial institution.
• 1-3 years of sales experience in financial services.
• Outgoing personality with good communication skills.

Responsibilities

• Market Bancassurance products and services.
• Provide clients with financial needs analysis and advice.
• Provide feedback on market developments and clients’ needs.

Skills

Strong sales record

Interpersonal skills

Communication skills

Fluency in English

Fluency in Chinese dialects

Education

Bachelor's Degree or equivalent

PCE Certificate (A, B and C)

Job description

Job Responsibilities

• To market Bancassurance products and services.
• To provide clients with financial needs analysis and advice clients with the right solutions.
• To provide regular feedback on issues pertaining to latest development in the market place and customers’ changing needs and requirements on insurance related matters.

Requirements

• Candidate must possess at least a Bachelor's Degree, Post Graduate Diploma, or equivalent; with strong sales record in banking or financial institution.
• At least 1-3 years of sales experience in financial services.
• Candidates with PCE Certificate (A, B and C) and CEILLI Licenses will have added advantage.
• Should possess an outgoing personality with good interpersonal & communication skills.
• Good command of English and Chinese dialects.