What Jobs are available for Investment Sales in Malaysia?
Showing 94 Investment Sales jobs in Malaysia
Fresh Graduate Hiring! Finance & Investment Sales Banker 理财投资
Butterworth, Pulau Pinang
TWY Search International
Posted 2 days ago
Job Viewed
Job Description
Job Highlights:
Full-Time Employment Placement with Bank.
Basic Salary + Commission + Incentive + Bonuses
Attractive remuneration scheme (sales incentive, bonuses, incentive trip)
Annual leave, unlimited medical and insurance coverage
Job trainings provided.
Job Responsibilities:
Understanding customer's financial needs and concerns.
Provide right consultation to client's financial needs and other wealth products.
Focus on the walk-in customers and tap on into the bank’s database to promote banking products to the clients.
Deliver best sales practice and provide excellent customer service.
Job Requirements:
Fresh Graduates are welcome to apply.
Minimum
SPM with 5 passes , preferably
Diploma
or
Degree .
Preferably 1 to 3 years of experience in sales in Financial Industry.
#J-18808-Ljbffr
Full-Time Employment Placement with Bank.
Basic Salary + Commission + Incentive + Bonuses
Attractive remuneration scheme (sales incentive, bonuses, incentive trip)
Annual leave, unlimited medical and insurance coverage
Job trainings provided.
Job Responsibilities:
Understanding customer's financial needs and concerns.
Provide right consultation to client's financial needs and other wealth products.
Focus on the walk-in customers and tap on into the bank’s database to promote banking products to the clients.
Deliver best sales practice and provide excellent customer service.
Job Requirements:
Fresh Graduates are welcome to apply.
Minimum
SPM with 5 passes , preferably
Diploma
or
Degree .
Preferably 1 to 3 years of experience in sales in Financial Industry.
#J-18808-Ljbffr
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This advertiser has chosen not to accept applicants from your region.
0
Executive, Financial Services
Shah Alam, Selangor
UiTM Holdings Sdn Bhd
Posted 2 days ago
Job Viewed
Job Description
Add expected salary to your profile for insights
Perform month-end closing activities, including posting of journal entries.
Monitoring of premium receivable and claims receivables for impairment and recovery.
Responsible for payment processing, including verification, and ensuring payments are processed within the stipulated timeline and following company policies.
Perform bank reconciliations, follow-up, and resolution of open items.
Update and maintain fixed asset register, including posting of entries to the general ledger.
Update standard operating procedures for accounting activities as required.
Assist in the preparation of yearly Group Financial Budgets and Business Plan.
Analyse and report on current financial status.
Coordinate with Head of Company, Finance Manager and Head of Business Unit Team on long-term financial planning.
Compare anticipated and actual results and identify areas of improvement.
Review accounting transactions for data accuracy.
Maintain confidentiality of financial information and investment decisions.
Act as a true business partner by providing financial results to the operational division along with analysis support.
Proudly take a lead in the preparation of annual operating budgets and yearly audited financial statements.
Be the primary contact for the design and maintenance of the budgeting and reporting systems.
Take charge of the development and maintenance of activity costing rates used for profit analysis and be able to provide analysis in support of organisational initiatives.
To perform any other task as directed by the superior.
Requirements
Qualification: Degree or Diploma in Accounting/Finance or a relevant professional qualification.
Minimum 2 – 4 years of working experience in a similar capacity.
Proficient in a full set of accounting.
Self-starter who can work independently and work with all relevant internal teams and external parties if required.
Independent, and the ability to work under pressure with tight deadlines.
Facilitate and practice security, integrity and confidentiality of information.
Attention to fine details, highly analytical and compliance with accounting standards and practices.
A good team player with strong interpersonal skills, mature and able to communicate with all levels of personnel.
Able to work beyond the normal working hours.
Excellent interpersonal, oral and written communication skills.
Adaptable to rapid technology changes.
How to apply Candidates who meet the above requirements and qualifications must email a complete resume/CV containing personal information, the highest academic qualifications (including a copy of the relevant certificates), expected salary, and a passport-size photo to
ONLY SHORTLISTED CANDIDATES WILL BE NOTIFIED
Company Overview UiTM Holdings Sdn Bhd (UHSB) is a wholly-owned investment holding company of Universiti Teknologi MARA. Incorporated on 5 June 2007, UHSB presently manages 8 active subsidiaries with operations spanning across four business divisions namely Energy, Healthcare, Technology and Creative. UHSB acts as a link committed to transforming ideas into action and income generation into wealth creation, and is the gap‑bridging entity mandated to fulfil the wealth creation for UiTM to create investment opportunities and enhance the strategic positioning of the core businesses.
Perks and benefits Medical, Miscellaneous allowance, Dental Hospitalisation & Maternity Benefits, GTL/GPA Insurance
#J-18808-Ljbffr
Perform month-end closing activities, including posting of journal entries.
Monitoring of premium receivable and claims receivables for impairment and recovery.
Responsible for payment processing, including verification, and ensuring payments are processed within the stipulated timeline and following company policies.
Perform bank reconciliations, follow-up, and resolution of open items.
Update and maintain fixed asset register, including posting of entries to the general ledger.
Update standard operating procedures for accounting activities as required.
Assist in the preparation of yearly Group Financial Budgets and Business Plan.
Analyse and report on current financial status.
Coordinate with Head of Company, Finance Manager and Head of Business Unit Team on long-term financial planning.
Compare anticipated and actual results and identify areas of improvement.
Review accounting transactions for data accuracy.
Maintain confidentiality of financial information and investment decisions.
Act as a true business partner by providing financial results to the operational division along with analysis support.
Proudly take a lead in the preparation of annual operating budgets and yearly audited financial statements.
Be the primary contact for the design and maintenance of the budgeting and reporting systems.
Take charge of the development and maintenance of activity costing rates used for profit analysis and be able to provide analysis in support of organisational initiatives.
To perform any other task as directed by the superior.
Requirements
Qualification: Degree or Diploma in Accounting/Finance or a relevant professional qualification.
Minimum 2 – 4 years of working experience in a similar capacity.
Proficient in a full set of accounting.
Self-starter who can work independently and work with all relevant internal teams and external parties if required.
Independent, and the ability to work under pressure with tight deadlines.
Facilitate and practice security, integrity and confidentiality of information.
Attention to fine details, highly analytical and compliance with accounting standards and practices.
A good team player with strong interpersonal skills, mature and able to communicate with all levels of personnel.
Able to work beyond the normal working hours.
Excellent interpersonal, oral and written communication skills.
Adaptable to rapid technology changes.
How to apply Candidates who meet the above requirements and qualifications must email a complete resume/CV containing personal information, the highest academic qualifications (including a copy of the relevant certificates), expected salary, and a passport-size photo to
ONLY SHORTLISTED CANDIDATES WILL BE NOTIFIED
Company Overview UiTM Holdings Sdn Bhd (UHSB) is a wholly-owned investment holding company of Universiti Teknologi MARA. Incorporated on 5 June 2007, UHSB presently manages 8 active subsidiaries with operations spanning across four business divisions namely Energy, Healthcare, Technology and Creative. UHSB acts as a link committed to transforming ideas into action and income generation into wealth creation, and is the gap‑bridging entity mandated to fulfil the wealth creation for UiTM to create investment opportunities and enhance the strategic positioning of the core businesses.
Perks and benefits Medical, Miscellaneous allowance, Dental Hospitalisation & Maternity Benefits, GTL/GPA Insurance
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1
Financial Services Advisor
Kuantan, Pahang
Prudential BSN Takaful Berhad
Posted 3 days ago
Job Viewed
Job Description
2 days ago Be among the first 25 applicants Prudential BSN Takaful Berhad (PruBSN) is Malaysia’s leading family takaful operator known for its customer‑centric approach, multi‑distribution channel strategy, innovative solutions, and technological leadership. We provide a supportive environment that enables our people to find value and meaning in their work while delivering outstanding performance for our customers and communities. PruBSN is committed to robust talent development and training programs, driving leadership, performance and rewards, employee engagement, and fostering a diverse and inclusive workforce. For career opportunities at PruBSN, visit Role Description
This is a full‑time on‑site role for a Sales and Financial Consultant located in Kuantan. The Sales and Financial Consultant will be responsible for providing financial planning, retirement planning, and investment advice to clients. Daily tasks include analyzing financial data, developing financial strategies, and creating investment plans to meet client goals. The role also involves maintaining client relationships and staying updated with financial market trends. Qualifications
Skills in Financial Planning and Retirement Planning Knowledge of Investments and Finance Strong Analytical Skills Excellent communication and interpersonal skills Ability to work effectively in a team Minimum SPM with 2 years working experience Diploma or higher. Fresh graduates are highly encouraged to apply Aged 20 years and above (male or female) Well‑groomed and presentable Seniority level
Entry level Employment type
Full‑time Job function
Finance and Sales Industries
Insurance Referrals increase your chances of interviewing at Prudential BSN Takaful Berhad by 2x We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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This is a full‑time on‑site role for a Sales and Financial Consultant located in Kuantan. The Sales and Financial Consultant will be responsible for providing financial planning, retirement planning, and investment advice to clients. Daily tasks include analyzing financial data, developing financial strategies, and creating investment plans to meet client goals. The role also involves maintaining client relationships and staying updated with financial market trends. Qualifications
Skills in Financial Planning and Retirement Planning Knowledge of Investments and Finance Strong Analytical Skills Excellent communication and interpersonal skills Ability to work effectively in a team Minimum SPM with 2 years working experience Diploma or higher. Fresh graduates are highly encouraged to apply Aged 20 years and above (male or female) Well‑groomed and presentable Seniority level
Entry level Employment type
Full‑time Job function
Finance and Sales Industries
Insurance Referrals increase your chances of interviewing at Prudential BSN Takaful Berhad by 2x We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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2
Consumer Financial Services
Selangor, Selangor
Talent Recruit
Posted 4 days ago
Job Viewed
Job Description
About the job Consumer Financial Services
Company Background: We are representing our well-knownbanking clients in their search for a highly motivated and dynamic individual to join their team in the position of Consumer Financial Services. We are looking for a candidate who is passionate about delivering excellent customer service and contributing to the success of a leading bank in the region. Monday - Friday Annual Leaves, Medical Leave Performance bonus Medical Insurance Yearly bonus Job Description: To provide One-Stop and holistic banking solutions to our customers. Offer Professional Wealth Advice - To be part of the leading wealth solutions team in the industry and supported by regional wealth panel. You will be constantly engage with our wealth specialist, sensing the pulse of global economy, and in return offer your professional advice and appropriate financial solutions to our customers, and achieve your revenue target. Be Our Personal and Premier Banking Advocate and Acquire New Customer You will be well involved in events and sales activities in line with the business direction and other sales initiatives. By engaging customers and prospects, you will be the ambassador of the bank to share on the benefit and inviting them to be part of the Personal / Premier Banking. Service - You are expected to proactively engage our customers to establish a good relationship with customers to achieve a growing customer satisfaction in line with aim to improving over customer engagement score on a consistent manner. Compliance You are to adhere diligently on all documentary and processes procedures and requirement. To ensure no lapses in control requirement and submit reports, both statutory and regulatory on a timely manner. To ensure zero defect in account opening, sales transactions execution, loan submission and others. Job Requirements: Diploma and above holder with experience in sales or service experience in the financial or service industry (e.g. of service are Airline, Telco, Hotel, Tourism). Fresh graduates are encouraged to apply. License and relevant certifications (PCE, MTA, FIMM, IPPC/PPKM etc) is an added advantage. Possess strong interest in financial planning, investment, lending, and sales. Strong understanding of both financial and non-financial markets as well as excellent communication and interpersonal skills. Good social networking skill and able to deliver and maintain high quality of customer service. Multi-lingual will be an added advantage. Possesses own transport and willing to travel. Interested candidate may apply online or send your resume to Only shortlisted candidate will be notified
#J-18808-Ljbffr
Company Background: We are representing our well-knownbanking clients in their search for a highly motivated and dynamic individual to join their team in the position of Consumer Financial Services. We are looking for a candidate who is passionate about delivering excellent customer service and contributing to the success of a leading bank in the region. Monday - Friday Annual Leaves, Medical Leave Performance bonus Medical Insurance Yearly bonus Job Description: To provide One-Stop and holistic banking solutions to our customers. Offer Professional Wealth Advice - To be part of the leading wealth solutions team in the industry and supported by regional wealth panel. You will be constantly engage with our wealth specialist, sensing the pulse of global economy, and in return offer your professional advice and appropriate financial solutions to our customers, and achieve your revenue target. Be Our Personal and Premier Banking Advocate and Acquire New Customer You will be well involved in events and sales activities in line with the business direction and other sales initiatives. By engaging customers and prospects, you will be the ambassador of the bank to share on the benefit and inviting them to be part of the Personal / Premier Banking. Service - You are expected to proactively engage our customers to establish a good relationship with customers to achieve a growing customer satisfaction in line with aim to improving over customer engagement score on a consistent manner. Compliance You are to adhere diligently on all documentary and processes procedures and requirement. To ensure no lapses in control requirement and submit reports, both statutory and regulatory on a timely manner. To ensure zero defect in account opening, sales transactions execution, loan submission and others. Job Requirements: Diploma and above holder with experience in sales or service experience in the financial or service industry (e.g. of service are Airline, Telco, Hotel, Tourism). Fresh graduates are encouraged to apply. License and relevant certifications (PCE, MTA, FIMM, IPPC/PPKM etc) is an added advantage. Possess strong interest in financial planning, investment, lending, and sales. Strong understanding of both financial and non-financial markets as well as excellent communication and interpersonal skills. Good social networking skill and able to deliver and maintain high quality of customer service. Multi-lingual will be an added advantage. Possesses own transport and willing to travel. Interested candidate may apply online or send your resume to Only shortlisted candidate will be notified
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3
Financial Services Consultant
Kuala Lumpur, Kuala Lumpur
Qaizer Consultancy
Posted 13 days ago
Job Viewed
Job Description
2 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Qaizer Group is a leader in the financial services industry, operating under the new Agency Leaders Corporation (ALC) structure. The vision of "Changing Life Forever" drives our commitment to providing the highest standards of competency, service, and attention to clients and consultants. Qaizer Consultancy has branches in Kuala Lumpur and Melaka, supporting both business partners and clients. Role Description
This is a full-time hybrid role for a Financial Services Consultant at Qaizer Consultancy. The Consultant will be responsible for providing financial services and consulting to clients, requiring analytical skills, finance expertise, and strong communication abilities. The role is based in WP Kuala Lumpur with the flexibility for some remote work. Qualifications
Analytical Skills and Finance expertise Experience in Financial Services and Consulting Ability to work independently and collaboratively Studies in Mass Communication, Marketing, Finance, Economics, Business, or related field Professional certifications (e.g., CFA, CPA) are a plus Seniority level
Entry level Employment type
Full-time Job function
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WP. Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia . Financial Services Consultant (Nationwide)
WP. Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 1 week ago
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This is a full-time hybrid role for a Financial Services Consultant at Qaizer Consultancy. The Consultant will be responsible for providing financial services and consulting to clients, requiring analytical skills, finance expertise, and strong communication abilities. The role is based in WP Kuala Lumpur with the flexibility for some remote work. Qualifications
Analytical Skills and Finance expertise Experience in Financial Services and Consulting Ability to work independently and collaboratively Studies in Mass Communication, Marketing, Finance, Economics, Business, or related field Professional certifications (e.g., CFA, CPA) are a plus Seniority level
Entry level Employment type
Full-time Job function
Finance and Sales Referrals increase your chances of interviewing at Qaizer Consultancy by 2x Get notified about new Financial Services Consultant jobs in
WP. Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia . Financial Services Consultant (Nationwide)
WP. Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 1 week ago
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4
Consumer Financial Services
Johor Bahru, Johor
Talent Recruit
Posted 16 days ago
Job Viewed
Job Description
About the job Consumer Financial Services
Company Background: We are representing our well-knownbanking clients in their search for a highly motivated and dynamic individual to join their team in the position of Consumer Financial Services. We are looking for a candidate who is passionate about delivering excellent customer service and contributing to the success of a leading bank in the region. Monday - Friday Annual Leaves, Medical Leave Performance bonus Medical Insurance Yearly bonus Job Description: To provide One-Stop and holistic banking solutions to our customers. Offer Professional Wealth Advice - To be part of the leading wealth solutions team in the industry and supported by regional wealth panel. You will be constantly engage with our wealth specialist, sensing the pulse of global economy, and in return offer your professional advice and appropriate financial solutions to our customers, and achieve your revenue target. Be Our Personal and Premier Banking Advocate and Acquire New Customer You will be well involved in events and sales activities in line with the business direction and other sales initiatives. By engaging customers and prospects, you will be the ambassador of the bank to share on the benefit and inviting them to be part of the Personal / Premier Banking. Service - You are expected to proactively engage our customers to establish a good relationship with customers to achieve a growing customer satisfaction in line with aim to improving over customer engagement score on a consistent manner. Compliance You are to adhere diligently on all documentary and processes procedures and requirement. To ensure no lapses in control requirement and submit reports, both statutory and regulatory on a timely manner. To ensure zero defect in account opening, sales transactions execution, loan submission and others. Job Requirements: Diploma and above holder with experience in sales or service experience in the financial or service industry (e.g. of service are Airline, Telco, Hotel, Tourism). Fresh graduates are encouraged to apply. License and relevant certifications (PCE, MTA, FIMM, IPPC/PPKM etc) is an added advantage. Possess strong interest in financial planning, investment, lending, and sales. Strong understanding of both financial and non-financial markets as well as excellent communication and interpersonal skills. Good social networking skill and able to deliver and maintain high quality of customer service. Multi-lingual will be an added advantage. Possesses own transport and willing to travel. Interested candidate may apply online or send your resume to Only shortlisted candidate will be notified
#J-18808-Ljbffr
Company Background: We are representing our well-knownbanking clients in their search for a highly motivated and dynamic individual to join their team in the position of Consumer Financial Services. We are looking for a candidate who is passionate about delivering excellent customer service and contributing to the success of a leading bank in the region. Monday - Friday Annual Leaves, Medical Leave Performance bonus Medical Insurance Yearly bonus Job Description: To provide One-Stop and holistic banking solutions to our customers. Offer Professional Wealth Advice - To be part of the leading wealth solutions team in the industry and supported by regional wealth panel. You will be constantly engage with our wealth specialist, sensing the pulse of global economy, and in return offer your professional advice and appropriate financial solutions to our customers, and achieve your revenue target. Be Our Personal and Premier Banking Advocate and Acquire New Customer You will be well involved in events and sales activities in line with the business direction and other sales initiatives. By engaging customers and prospects, you will be the ambassador of the bank to share on the benefit and inviting them to be part of the Personal / Premier Banking. Service - You are expected to proactively engage our customers to establish a good relationship with customers to achieve a growing customer satisfaction in line with aim to improving over customer engagement score on a consistent manner. Compliance You are to adhere diligently on all documentary and processes procedures and requirement. To ensure no lapses in control requirement and submit reports, both statutory and regulatory on a timely manner. To ensure zero defect in account opening, sales transactions execution, loan submission and others. Job Requirements: Diploma and above holder with experience in sales or service experience in the financial or service industry (e.g. of service are Airline, Telco, Hotel, Tourism). Fresh graduates are encouraged to apply. License and relevant certifications (PCE, MTA, FIMM, IPPC/PPKM etc) is an added advantage. Possess strong interest in financial planning, investment, lending, and sales. Strong understanding of both financial and non-financial markets as well as excellent communication and interpersonal skills. Good social networking skill and able to deliver and maintain high quality of customer service. Multi-lingual will be an added advantage. Possesses own transport and willing to travel. Interested candidate may apply online or send your resume to Only shortlisted candidate will be notified
#J-18808-Ljbffr
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5
Financial Services Consultant
Kuala Lumpur, Kuala Lumpur
Sun Life Malaysia Assurance Berhad
Posted 16 days ago
Job Viewed
Job Description
Overview
Recruiter@ Hiring for Permanent Sales Position in Banking industry. Opportunities for Fresh Graduates! 2 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Direct message the job poster from Sun Life Malaysia Assurance Berhad Responsibilities
To promote and professionally sell selected range of Bancassurance products to achieve sales target. To provide banks existing and potential customers professional advice on appropriate financial products based on customers need. To ensure customer satisfaction and provide excellent after sales service. To plan and to implement sales activities related to Bancassurance products. Seniority level
Entry level Employment type
Full-time Job function
Finance and Sales Industries
Insurance
#J-18808-Ljbffr
Recruiter@ Hiring for Permanent Sales Position in Banking industry. Opportunities for Fresh Graduates! 2 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Direct message the job poster from Sun Life Malaysia Assurance Berhad Responsibilities
To promote and professionally sell selected range of Bancassurance products to achieve sales target. To provide banks existing and potential customers professional advice on appropriate financial products based on customers need. To ensure customer satisfaction and provide excellent after sales service. To plan and to implement sales activities related to Bancassurance products. Seniority level
Entry level Employment type
Full-time Job function
Finance and Sales Industries
Insurance
#J-18808-Ljbffr
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6
Finance & Investment Sales Banker 理财投资 (Fresh Graduate Hiring l Top Bank) ZP
Kuala Lumpur, Kuala Lumpur
TWY Search International Sdn Bhd
Posted 7 days ago
Job Viewed
Job Description
(
Job Highlights:
Full-Time Employment Placement with Bank.
Basic Salary + Commission + Incentive + Bonuses
Attractive remuneration scheme (sales incentive, bonuses, incentive trip)
Annual leave, unlimited medical and insurance coverage
Job trainings provided.
Job Locations: Klang Valley, Perak, Pahang, Terengganu, Kelantan, Kedah, Pulau Pinang, Sabah, Sarawak, Johor, Negeri Sembilan, Melaka
Job Responsibilities:
Understanding customer's financial needs and concerns. 了解客户的财务需求和关切。
Provide right consultation to client's financial needs and other wealth products. 根据客户的财务需求及其他财富产品，提供合适的咨询建议。
Focus on the walk-in customers and tap on into the bank’s database to promote banking products to the clients. 专注于临柜客户，并利用银行的数据库向客户推广银行产品。
Deliver best sales practice and provide excellent customer service. 贯彻最佳销售实践，提供卓越的客户服务。
(Apply now at
Job Highlights:
Full-Time Employment Placement with Bank.
Basic Salary + Commission + Incentive + Bonuses
Attractive remuneration scheme (sales incentive, bonuses, incentive trip)
Annual leave, unlimited medical and insurance coverage
Job trainings provided.
Job Locations: Klang Valley, Perak, Pahang, Terengganu, Kelantan, Kedah, Pulau Pinang, Sabah, Sarawak, Johor, Negeri Sembilan, Melaka
Job Responsibilities:
Understanding customer's financial needs and concerns. 了解客户的财务需求和关切。
Provide right consultation to client's financial needs and other wealth products. 根据客户的财务需求及其他财富产品，提供合适的咨询建议。
Focus on the walk-in customers and tap on into the bank’s database to promote banking products to the clients. 专注于临柜客户，并利用银行的数据库向客户推广银行产品。
Deliver best sales practice and provide excellent customer service. 贯彻最佳销售实践，提供卓越的客户服务。
(Apply now at
Is this job a match or a miss?
This advertiser has chosen not to accept applicants from your region.
7
Finance & Investment Sales Banker 理财投资 (Fresh Graduate Hiring l Top Bank) EL
Petaling Jaya, Selangor
TWY Search International Sdn Bhd
Posted 16 days ago
Job Viewed
Job Description
(
Job Highlights: Full-Time Employment Placement with Bank. Basic Salary + Commission + Incentive + Bonuses Attractive remuneration scheme (sales incentive, bonuses, incentive trip) Annual leave, unlimited medical and insurance coverage Job trainings provided. Job Locations: Klang Valley, Perak, Pahang, Terengganu, Kelantan, Kedah, Pulau Pinang, Sabah, Sarawak, Johor, Negeri Sembilan, Melaka Job Responsibilities: Understanding customer's financial needs and concerns. 了解客户的财务需求和关切。 Provide right consultation to client's financial needs and other wealth products. 根据客户的财务需求及其他财富产品，提供合适的咨询建议。 Focus on the walk-in customers and tap on into the bank’s database to promote banking products to the clients. 专注于临柜客户，并利用银行的数据库向客户推广银行产品。 Deliver best sales practice and provide excellent customer service. 贯彻最佳销售实践，提供卓越的客户服务。 (Apply now at #J-18808-Ljbffr
Job Highlights: Full-Time Employment Placement with Bank. Basic Salary + Commission + Incentive + Bonuses Attractive remuneration scheme (sales incentive, bonuses, incentive trip) Annual leave, unlimited medical and insurance coverage Job trainings provided. Job Locations: Klang Valley, Perak, Pahang, Terengganu, Kelantan, Kedah, Pulau Pinang, Sabah, Sarawak, Johor, Negeri Sembilan, Melaka Job Responsibilities: Understanding customer's financial needs and concerns. 了解客户的财务需求和关切。 Provide right consultation to client's financial needs and other wealth products. 根据客户的财务需求及其他财富产品，提供合适的咨询建议。 Focus on the walk-in customers and tap on into the bank’s database to promote banking products to the clients. 专注于临柜客户，并利用银行的数据库向客户推广银行产品。 Deliver best sales practice and provide excellent customer service. 贯彻最佳销售实践，提供卓越的客户服务。 (Apply now at #J-18808-Ljbffr
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8
Managing Consultant, Financial Services
Kuala Lumpur, Kuala Lumpur
Businesslist
Posted 11 days ago
Job Viewed
Job Description
Responsibilities
Market Penetration:
Strategically market and distribute a full spectrum of the firm's private and third-party investment solutions throughout key global regions. Customized Advisory:
Serve as a trusted advisor, formulating and executing advanced, long-term wealth strategies that strictly match client risk profiles and financial aspirations. Sustainable Engagement:
Proactively build and maintain deep relationships with a varied client base, ensuring high levels of trust and satisfaction that lead to sustained asset growth and commitment. Qualifications
Track Record:
3-5 years of established success managing high-value client relationships and delivering advanced financial/investment planning services. Stakeholder Engagement:
Possesses outstanding communication and presentation skills essential for building trust and engaging effectively with sophisticated clientele. Performance Drive:
Proven ability to thrive
independently
in a highly competitive, fast-paced setting, consistently delivering results with impeccable professionalism. Benefits
Leadership Pipeline:
Offers a defined, long-term
career pathway
into
senior leadership
and increased responsibility. Exclusive Global Exposure:
Provides direct engagement with highly
complex investment strategies
and
inaccessible global alternative markets. Contact Joshua Joel Quote job refJN- Phone number
#J-18808-Ljbffr
Market Penetration:
Strategically market and distribute a full spectrum of the firm's private and third-party investment solutions throughout key global regions. Customized Advisory:
Serve as a trusted advisor, formulating and executing advanced, long-term wealth strategies that strictly match client risk profiles and financial aspirations. Sustainable Engagement:
Proactively build and maintain deep relationships with a varied client base, ensuring high levels of trust and satisfaction that lead to sustained asset growth and commitment. Qualifications
Track Record:
3-5 years of established success managing high-value client relationships and delivering advanced financial/investment planning services. Stakeholder Engagement:
Possesses outstanding communication and presentation skills essential for building trust and engaging effectively with sophisticated clientele. Performance Drive:
Proven ability to thrive
independently
in a highly competitive, fast-paced setting, consistently delivering results with impeccable professionalism. Benefits
Leadership Pipeline:
Offers a defined, long-term
career pathway
into
senior leadership
and increased responsibility. Exclusive Global Exposure:
Provides direct engagement with highly
complex investment strategies
and
inaccessible global alternative markets. Contact Joshua Joel Quote job refJN- Phone number
#J-18808-Ljbffr
Is this job a match or a miss?
This advertiser has chosen not to accept applicants from your region.
9