307 Financial Industry jobs in Malaysia

Customer Service - Financial Industry

Kuala Lumpur, Kuala Lumpur Talent Recruit

Posted today

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Job Description

About the job Customer Service - Financial Industry

Company Background:

We are representing one of our multinational client, an award-winning leader in online trading and financial service industry, looking for an Customer Service Representative to be based in Kuala Lumpur.

Job Responsibilities:

  • Self-manage outbound call campaigns to offer added value services to existing and new customers. Promote sales of the companys products and services, thereby increasing deposits and developing long-term client relationships.
  • Assist clients in opening individual trading accounts and provide guidance on accessing the companys online trading platforms and deposit channels. Address client inquiries regarding their trading accounts, such as the status of deposits and withdrawals.
  • Assist clients in completing FX/CFD trading account documentation and review. Help clients submit or forward their uploaded onboarding documents to the operations team for final account approval and account setup.
  • Conduct KYC (Know Your Customer) checks to understand clients' financial and investment backgrounds and concerns, offering resolutions to maintain client retention levels, while actively seeking upsell opportunities.
  • Assist with trade audit inquiries, ensuring trades are executed correctly, investigating trade audit cases, and submitting adjustments when necessary.
  • Assist clients inquiries and solve problem for the clients.

Job Requirements:

  • At least with a Bachelor's Degree in accounting/ finance or any relevant field.
  • Minimum 2 years of working experience as customer service in financial related industry.
  • Willing to work based on shift arrangement.
  • Able to speak and write English and Mandarin (Due to business nature)

Working Hour:

Monday - Friday OR Sunday - Thursday

9:00am-5:00pm OR 10:00am-7:00pm

Candidate interested may apply online or send resume at Jessica(at)talentrecruit.com.my

Only shortlisted candidate will be notified.

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(A) Senior Sales Account Manager (Financial Industry)

Kuala Lumpur, Kuala Lumpur Upscale Sdn Bhd

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Job Description

Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia

Job Opening: Senior Sales Account Manager (Financial Industry)

About the role

This position involves managing and expanding client accounts within the financial industry, focusing on solution selling of software products and services.

Requirements
  • Proficiency in English and Chinese; Bahasa is a secondary language
  • Must understand solution selling, particularly in software solutions
  • Strong communication skills and ability to engage effectively with customers and clients
  • Experience in the financial industry, with a proactive, hunter approach to account acquisition
Accountabilities
  • Generate profitable revenue from existing and new customers within the industry
  • Implement solution selling strategies that lead to positive business outcomes for clients
  • Prioritize customer engagement to identify key stakeholders and develop account plans to grow share of wallet
  • Build relationships with major product principals for joint account engagement to enhance business value
  • Conduct bid analysis for opportunities to secure awards
Candidate Profile
  • Minimum of 5 years' experience in the IT industry
  • Strong analytical and creative problem-solving skills
  • Team player with confidence, excellent communication, presentation, and negotiation skills
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(A) Senior Sales Account Manager (Financial Industry)

Kuala Lumpur, Kuala Lumpur Upscale Sdn Bhd

Posted 3 days ago

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Job Description

Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia Job Opening:

Senior Sales Account Manager (Financial Industry) About the role

This position involves managing and expanding client accounts within the financial industry, focusing on solution selling of software products and services. Requirements

Proficiency in English and Chinese; Bahasa is a secondary language Must understand solution selling, particularly in software solutions Strong communication skills and ability to engage effectively with customers and clients Experience in the financial industry, with a proactive, hunter approach to account acquisition Accountabilities

Generate profitable revenue from existing and new customers within the industry Implement solution selling strategies that lead to positive business outcomes for clients Prioritize customer engagement to identify key stakeholders and develop account plans to grow share of wallet Build relationships with major product principals for joint account engagement to enhance business value Conduct bid analysis for opportunities to secure awards Candidate Profile

Minimum of 5 years' experience in the IT industry Strong analytical and creative problem-solving skills Team player with confidence, excellent communication, presentation, and negotiation skills

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Hire Purchase Credit Evaluation Executive (Financial Industry l Near MRT) EL

Petaling Jaya, Selangor TWY Search International Sdn Bhd

Posted 6 days ago

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Job Description

This job involves evaluating and approving Hire Purchase applications within the financial industry. You may find this role suitable if you enjoy analyzing documents, working with numbers, and assisting clients in securing financing for their purchases.

  • Process, evaluate, and approve Hire Purchase applications following established guidelines and procedures.
  • Review supporting income documents and conduct independent credit assessments.
  • Verify customer’s personal and employment information.
  • Handle ad-hoc requests as needed.
Job Requirements
  • Bachelor's degree in Business, Commerce, Economics, Finance, Banking, or related fields.
  • Preferably with relevant experience as a credit officer, loan officer, or similar role.
Skills

Loan Processing

Company Benefits

Subsidised Car Parking

Insurance

We are committed to building success within our team to provide exceptional services. We serve our clients and candidates with professionalism, integrity, and strong business ethics.

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Hire Purchase Credit Evaluation Executive (Financial Industry l Near MRT) EL

Petaling Jaya, Selangor TWY Search International Sdn Bhd

Posted 3 days ago

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Job Description

This job involves evaluating and approving Hire Purchase applications within the financial industry. You may find this role suitable if you enjoy analyzing documents, working with numbers, and assisting clients in securing financing for their purchases. Process, evaluate, and approve Hire Purchase applications following established guidelines and procedures. Review supporting income documents and conduct independent credit assessments. Verify customer’s personal and employment information. Handle ad-hoc requests as needed. Job Requirements

Bachelor's degree in Business, Commerce, Economics, Finance, Banking, or related fields. Preferably with relevant experience as a credit officer, loan officer, or similar role. Skills

Loan Processing Company Benefits

Subsidised Car Parking Insurance

We are committed to building success within our team to provide exceptional services. We serve our clients and candidates with professionalism, integrity, and strong business ethics.

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Financial Services Executive | Banking Industry | Johor (NH)

Kulai, Johor TWY Search International Sdn Bhd

Posted today

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Job Description

This job is all about helping customers with their financial goals. You might like this job because you’ll build lasting relationships and enjoy a solid salary plus commissions. Ideal for those eager to grow in banking!

  • Assess and understand customers’ financial goals, concerns, and needs.
  • Provide tailored financial advice and recommend suitable wealth management and insurance solutions.
  • Proactively build and maintain long-term relationships with customers to support their financial journey.
  • Engage clients through various channels, including in-branch consultations, telemarketing, social media outreach, and participation in marketing roadshows.
  • Consistently achieve individual sales targets and key performance indicators (KPIs) set by the bank.
  • Location : Skudai/Tampoi, Indahpura, Batu Pahat
  • Build your career in the banking industry
  • Direct employment with the bank
  • Basic salary RM 2,500 – RM 3,500
  • Allowances up to RM 300
  • Commission RM 1,500 – RM 5,000+
  • Good benefits package
  • Training provided
Job Requirements
  • Minimum Diploma or Bachelor's Degree in any discipline; SPM holder with minimum 5 years experiences can be considered.
  • At least 1 year of sales experience in any industry; candidates with banking or financial sales background will be given priority.
  • Open to individuals from diverse sales backgrounds who are passionate about financial services.
  • Strong drive for performance and results, with a proven ability to thrive in a target-driven sales environment.
  • Willingness to travel to support branch activities and client engagements across surrounding areas.
  • Candidates holding any of the following licenses will have an added advantage: PCE (Part A & B), PCIL, CEILI, or TBE.

How to Apply:
We’d love to hear from you! To help us get to know you better, please make sure your CV includes:

  • Details of your job responsibilities in current and past roles
  • Reasons for leaving each position
  • Your current and expected salary
  • Your availability date and notice period

We truly appreciate every application. While only shortlisted candidates will be contacted, we thank you in advance for your time and interest in joining us.

Skills

Product Knowledge

Willingness To Learn

Communication

Company Benefits Car Park

Subsidised Car Parking

Insurance

Committed To Build Success Within Ourselves In Order To Provide Exceptional Services. We will Service Our Clients And Candidates To The Best Of Our Abilities. We Do This With Uncompromising Professionalism, Integrity And Business Ethics.

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This advertiser has chosen not to accept applicants from your region.

Financial Services Executive | Banking Industry | Johor (NH)

Kulai, Johor TWY Search International Sdn Bhd

Posted 1 day ago

Job Viewed

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Job Description

This job is all about helping customers with their financial goals. You might like this job because you’ll build lasting relationships and enjoy a solid salary plus commissions. Ideal for those eager to grow in banking! Assess and understand customers’ financial goals, concerns, and needs. Provide tailored financial advice and recommend suitable wealth management and insurance solutions. Proactively build and maintain long-term relationships with customers to support their financial journey. Engage clients through various channels, including in-branch consultations, telemarketing, social media outreach, and participation in marketing roadshows. Consistently achieve individual sales targets and key performance indicators (KPIs) set by the bank. Location : Skudai/Tampoi, Indahpura, Batu Pahat Build your career in the banking industry Direct employment with the bank Basic salary RM 2,500 – RM 3,500 Allowances up to RM 300 Commission RM 1,500 – RM 5,000+ Good benefits package Training provided Job Requirements

Minimum Diploma or Bachelor's Degree in any discipline; SPM holder with minimum 5 years experiences can be considered. At least 1 year of sales experience in any industry; candidates with banking or financial sales background will be given priority. Open to individuals from diverse sales backgrounds who are passionate about financial services. Strong drive for performance and results, with a proven ability to thrive in a target-driven sales environment. Willingness to travel to support branch activities and client engagements across surrounding areas. Candidates holding any of the following licenses will have an added advantage: PCE (Part A & B), PCIL, CEILI, or TBE. How to Apply: We’d love to hear from you! To help us get to know you better, please make sure your CV includes: Details of your job responsibilities in current and past roles Reasons for leaving each position Your current and expected salary Your availability date and notice period We truly appreciate every application. While only shortlisted candidates will be contacted, we thank you in advance for your time and interest in joining us. Skills

Product Knowledge Willingness To Learn Communication Company Benefits

Car Park

Subsidised Car Parking Insurance

Committed To Build Success Within Ourselves In Order To Provide Exceptional Services. We will Service Our Clients And Candidates To The Best Of Our Abilities. We Do This With Uncompromising Professionalism, Integrity And Business Ethics.

#J-18808-Ljbffr
This advertiser has chosen not to accept applicants from your region.
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Financial Services Executive | Banking Industry | Klang, Selangor (NH)

Selangor, Selangor TWY Search International Sdn Bhd

Posted today

Job Viewed

Tap Again To Close

Job Description

This job involves assisting clients with their financial goals within the banking sector. You will have the opportunity to build lasting relationships, offer personalized advice, and meet new clients through various channels.

  • Assess and understand customers’ financial goals, concerns, and needs.
  • Provide tailored financial advice and recommend suitable wealth management and insurance solutions.
  • Proactively build and maintain long-term relationships with customers to support their financial journey.
  • Engage clients through multiple channels, including in-branch consultations, telemarketing, social media outreach, and marketing roadshows.
  • Consistently achieve individual sales targets and KPIs set by the bank.
Job Requirements
  • Minimum Diploma or Bachelor's Degree in any discipline; SPM holders with at least 5 years of relevant experience may be considered.
  • At least 1 year of sales experience in any industry; candidates with banking or financial sales background will be prioritized.
  • Open to individuals from diverse sales backgrounds who are passionate about financial services.
  • Strong drive for performance and results, with a proven ability to succeed in a target-driven environment.
  • Willingness to travel to support branch activities and client engagements across surrounding areas.
  • Licenses such as PCE (Part A & B), PCIL, CEILI, or TBE will be an advantage.
Skills
  • Finance
  • Communication
  • Product Knowledge
  • Willingness To Learn
  • Digital Advertising
Company Benefits Car Park

Subsidized Car Parking

Insurance

Our commitment is to build success within ourselves to provide exceptional service. We serve our clients and candidates with professionalism, integrity, and ethics.

#J-18808-Ljbffr
This advertiser has chosen not to accept applicants from your region.

Financial Services Executive | Banking Industry | Gombak, KL (NH)

Perak, Perak TWY Search International Sdn Bhd

Posted today

Job Viewed

Tap Again To Close

Job Description

This job is all about helping customers with their financial goals. You might like this job because you get to build relationships, offer tailored advice, and earn good commissions while growing your career in banking!

  • Assess and understand customers’ financial goals, concerns, and needs.
  • Provide tailored financial advice and recommend suitable wealth management and insurance solutions.
  • Proactively build and maintain long-term relationships with customers to support their financial journey.
  • Engage clients through various channels, including in-branch consultations, telemarketing, social media outreach, and participation in marketing roadshows.
  • Consistently achieve individual sales targets and key performance indicators (KPIs) set by the bank.
  • Build your career in the banking industry
  • Direct employment with the bank
  • Basic salary RM 2,500 – RM 3,500
  • Allowances up to RM 300
  • Commission RM 1,500 – RM 5,000+
  • Good benefits package
  • Training provided
Job Requirements
  • Minimum Diploma or Bachelor's Degree in any discipline; SPM holder with minimum 5 years experiences can be considered.
  • At least 1 year of sales experience in any industry; candidates with banking or financial sales background will be given priority.
  • Open to individuals from diverse sales backgrounds who are passionate about financial services.
  • Strong drive for performance and results, with a proven ability to thrive in a target-driven sales environment.
  • Willingness to travel to support branch activities and client engagements across surrounding areas.
  • Candidates holding any of the following licenses will have an added advantage: PCE (Part A & B), PCIL, CEILI, or TBE.

How to Apply:
We’d love to hear from you! To help us get to know you better, please make sure your CV includes:

  • Details of your job responsibilities in current and past roles
  • Reasons for leaving each position
  • Your current and expected salary
  • Your availability date and notice period

We truly appreciate every application. While only shortlisted candidates will be contacted, we thank you in advance for your time and interest in joining us.

Skills

Product Knowledge

Communication

Willingness To Learn

Company Benefits Car Park

Subsidised Car Parking

Insurance

Committed To Build Success Within Ourselves In Order To Provide Exceptional Services.We will Service Our Clients And Candidates To The Best Of Our Abilities.We Do This With Uncompromising Professionalism, Integrity And Business Ethics.

#J-18808-Ljbffr
This advertiser has chosen not to accept applicants from your region.

Financial Services Executive | Banking Industry | Klang, Selangor (NH)

Selangor, Selangor Nippon Paint

Posted 2 days ago

Job Viewed

Tap Again To Close

Job Description

This job involves assisting clients with their financial goals within the banking sector. You will have the opportunity to build lasting relationships, offer personalized advice, and connect with new clients through various channels.

  1. Assess and understand customers’ financial objectives, concerns, and needs.
  2. Provide tailored financial advice and recommend appropriate wealth management and insurance solutions.
  3. Proactively develop and maintain long-term relationships to support clients’ financial journeys.
  4. Engage clients via multiple channels, including in-branch consultations, telemarketing, social media outreach, and marketing roadshows.
  5. Consistently meet individual sales targets and KPIs set by the bank.
Job Requirements
  • Minimum Diploma or Bachelor's Degree in any discipline; SPM holders with at least 5 years of relevant experience may also be considered.
  • At least 1 year of sales experience in any industry; experience in banking or financial sales is preferred.
  • Open to individuals from diverse sales backgrounds passionate about financial services.
  • Strong drive for results and performance, with a proven ability to succeed in a target-driven environment.
  • Willingness to travel to support branch activities and client engagements in surrounding areas.
  • Having licenses such as PCE (Part A & B), PCIL, CEILI, or TBE is an advantage.
Skills
  • Finance
  • Communication
  • Product Knowledge
  • Willingness to Learn
  • Digital Advertising
Company Benefits
  • Subsidised Car Parking
Note

Our commitment is to build success within ourselves to provide exceptional service. We serve our clients and candidates with professionalism, integrity, and ethics. This job posting is active and not expired.

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This advertiser has chosen not to accept applicants from your region.
 

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