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3,081

Jobs in Ipoh, Malaysia

Premier Banking Relationship & Wealth Advisor

RHB Bank

Perak
On-site
MYR 40,000 - 60,000
5 days ago
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Relationship Manager, Premier Banking

RHB Bank

Perak
On-site
MYR 40,000 - 60,000
5 days ago
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Sales Trainee — Water Solutions

LTH Group Asia Company

Siput River
On-site
MYR 60,000 - 80,000
5 days ago
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Management Trainee

LTH Group Asia Company

Siput River
On-site
MYR 60,000 - 80,000
5 days ago
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Digital Marketer & Content Creator for Lighting & Lifestyle

THANKS LIGHTING SDN. BHD.

Perak
On-site
MYR 100,000 - 150,000
5 days ago
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Digital Marketer cum Content Creator

THANKS LIGHTING SDN. BHD.

Perak
On-site
MYR 100,000 - 150,000
5 days ago
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Food Safety QA/QC Assistant — Production Support & Compliance

Hicomi

Siput River
On-site
MYR 100,000 - 150,000
5 days ago
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QC/QA assistant

Hicomi

Siput River
On-site
MYR 100,000 - 150,000
5 days ago
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Sales Executive (Medical Devices)

Robert Walters

Perak
Hybrid
MYR 80,000 - 100,000
6 days ago
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Senior Medical Devices Sales Exec — ORS & Neuro (Hybrid)

Robert Walters

Perak
Hybrid
MYR 80,000 - 100,000
6 days ago
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Strategic Planner – Semiconductor Operations (Mandarin)

Unisem

Perak
On-site
MYR 150,000 - 200,000
6 days ago
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Planner

Unisem

Perak
On-site
MYR 150,000 - 200,000
6 days ago
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Senior Haulage Operations Lead

Megah Transport

Perak
On-site
MYR 50,000 - 80,000
6 days ago
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OPERATION MANAGER (HAULAGE)

Megah Transport

Perak
On-site
MYR 50,000 - 80,000
6 days ago
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Automotive Quality & Compliance Inspector

Carsome

Perak
On-site
MYR 30,000 - 45,000
6 days ago
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Inspector

Carsome

Perak
On-site
MYR 30,000 - 45,000
6 days ago
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FMCG Quality Lead — Process Compliance & KPI Insights

Michael Page

Perak
On-site
MYR 40,000 - 60,000
6 days ago
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Quality Executive

Michael Page

Perak
On-site
MYR 40,000 - 60,000
6 days ago
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Branch Growth Leader: SME Sales & Service Excellence

RHB Bank

Perak
On-site
MYR 80,000 - 120,000
6 days ago
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Branch Manager (Regular - M)

RHB Bank

Perak
On-site
MYR 80,000 - 120,000
6 days ago
Be an early applicant

Hotel Operations & Guest Experience Lead

Swiss-Garden Hotel & Residences

Perak
On-site
MYR 100,000 - 150,000
6 days ago
Be an early applicant

Duty Manager

Swiss-Garden Hotel & Residences

Perak
On-site
MYR 100,000 - 150,000
6 days ago
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Accounts Executive: Detail-Oriented Ledger Specialist

SSGE Bio-Energy (Malaysia) Sdn Bhd

Perak
On-site
MYR 40,000 - 60,000
6 days ago
Be an early applicant

Accounts Executive

SSGE Bio-Energy (Malaysia) Sdn Bhd

Perak
On-site
MYR 40,000 - 60,000
6 days ago
Be an early applicant

Banking Sales Exec: Cross-Sell & Grow Customers

Bank Islam

Perak
On-site
MYR 150,000 - 200,000
6 days ago
Be an early applicant

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Premier Banking Relationship & Wealth Advisor
RHB Bank
Perak
On-site
MYR 40,000 - 60,000
Full time
5 days ago
Be an early applicant

Job summary

A financial institution in Malaysia seeks a Sales Executive to prepare and execute proactive sales plans and provide investment and wealth advisory services. The ideal candidate has a degree, CFP certification, and at least 2 years of sales experience in wealth products. Responsibilities include customer engagement, portfolio management, and collaboration with sales teams. Strong communication and interpersonal skills are essential for success in this role.

Qualifications

  • Minimum 2 years of sales experience preferably in wealth and banca products with financial institutions.
  • Possess relevant licenses required for the portfolio.
  • Pleasant personality and good interpersonal skills.

Responsibilities

  • Execute sales plans for prospective customers.
  • Collaborate with sales personnel on campaigns for customer acquisition.
  • Provide investment & wealth financial advisory to customers.
  • Review customers’ investment portfolio and increase AUM.
  • Plan for cross selling/up selling to increase revenue.
  • Engage with customers and maintain regular contact.

Skills

Excellent verbal and written communication skills
Sales orientation
Interpersonal skills

Education

Degree holder
Certified Financial Planner certification (CFP)
Job description
A financial institution in Malaysia seeks a Sales Executive to prepare and execute proactive sales plans and provide investment and wealth advisory services. The ideal candidate has a degree, CFP certification, and at least 2 years of sales experience in wealth products. Responsibilities include customer engagement, portfolio management, and collaboration with sales teams. Strong communication and interpersonal skills are essential for success in this role.
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* 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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