Finance jobs in Malaysia
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Personal Financial Consultant
Job summary
A leading financial institution in Malaysia is seeking a sales-oriented candidate to achieve targets for retail products. The ideal candidate will have strong communication skills, at least 2 years of experience in wealth and banca products, and relevant licenses. This role focuses on customer engagement and growing the client portfolio, offering a dynamic work environment in Selangor.
Qualifications
- At least 2 years’ experience with Wealth and Banca products in any financial institutions.
- Pleasant personality with strong communication skills.
- Possess CUTE & Banca/Takaful license.
Responsibilities
- Achieve sales/revenue targets for retail products.
- Promote a range of retail products to customers.
- Engage with customers for retention and referrals.
Skills
Education
- To achieve sales/revenue target assigned by the Bank and contribute towards growing the bank's portfolio/profitability and the achievement of the overall branch targets
- To promote and professionally sell a range of retail products to existing and potential customers ie. Wealth products (UT, ASNB VP, PRS, Banca RP & GI, Direct Forex and NTW), Deposits (CASA/FD, Accounts Acquisition), Assets/Financing products (PF/PFi, ASB & Credit Cards) etc.
- Participate in branch/region/bank (bank wide) sales & promotional activities and campaigns to achieve deliverables and to acquire, build and grow mass & mass affluent customer segments
- Prepare and pro-actively execute sales plan, perform account opening, cross selling, up selling and engagement with customers for retention and referrals To drive NTB customer acquisition (wealth and retail customers) and customer experience to broaden the Bank's customer base
- Degree or Diploma holder
- Have at least 2 years’ experience preferably with Wealth and Banca products in any FIs
- Pleasant personality with excellent verbal and written communication skills
- Good interpersonal and relationship building skill
- Possess with CUTE & Banca/Takaful license and any other relevant licenses required for the portfolio
- Sales and result oriented
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.
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