Financial Services Consultant
Posted today
Job Viewed
Job Description
Sales & Marketing Executive
The Bee
Full-time (Hybrid)
RM4,000 – RM8,000 per month (base + performance incentives)
About the Role
We are expanding our financial services team and seeking ambitious individuals to grow with us. You'll work closely with clients on a wide range of solutions — from risk management to corporate consultation and alternative financing. This role offers long-term career growth, strong income potential, and the flexibility to shape your own success.
If you show potential in leading a team, you'll have the opportunity to step up as a team leader. The possibilities are endless.
What You'll Gain
• Competitive remuneration with performance-based incentives
• Structured career development and leadership pathways
• Professional training and continuous learning opportunities
• Comprehensive sales toolkits and CRM systems
• Flexible working hours to support work-life balance
• Attractive bonuses, overseas travel, and fully sponsored leisure trips
Key Responsibilities
Serve as a trusted financial advisor, corporate advisor, relationship manager,
and loan consultant
• Build and maintain strong, lasting client relationships
• Analyse market trends to support business planning
• Lead and participate in sales and marketing initiatives
• Provide after-sales service and long-term client support
Requirements
• Diploma or higher in any discipline
• Experience in finance, sales, or marketing an advantage (ex-bankers encouraged)
• Excellent communication skills in English and Bahasa Malaysia
• Strong analytical, organisational, and interpersonal skills
• Entrepreneurial, self-motivated, and adaptable
• Own transport required
T
he Ideal Candidate
You are driven, confident, and committed to excellence. With a client-focused mindset and strong problem-solving skills, you're ready to thrive in a dynamic environment and build a rewarding career with unlimited growth potential.
How to Apply:
Apply or drop us a message with your resume and we will more than happy to have you with us
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Sales (Financial Services)
Posted today
Job Viewed
Job Description
Salary: Up to MYR 7,000 + Commission
Location: Petaling Jaya, Selangor
Requirements:
• Experience in banking/financial industry preferred
• Ability to build relationships with high net worth individuals
• Knowledge of financial products and services
• Strong communication and team collaboration skills
• Excellent people management and meeting facilitation abilities
• Self-motivated with problem-solving capabilities
• Ability to work under pressure with minimal supervision
• Own transportation required
Responsibilities:
• Serve as Loan Customer Relationship Manager
• Monitor and follow up on client application status
• Meet customers to address financial needs and requirements
• Facilitate business loans and collect relevant documentation
• Provide regular updates to clients on application progress
• Ensure complete documentation for all customer applications
• Maintain client relationships with various industry partners
• Develop new leads in loan options and financial solutions
Financial Products & Services:
• Loan services (Personal/Business/Corporate Banking)
• Property leasing and banking facilities
• Fund management and unit trust
• Corporate shareholder services (IPO markets)
• Alternative financing solutions
• Wealth management and forex services
Benefits:
• Attractive salary + incentive commission scheme
• Annual Leave
• Medical Insurance
• Medical Leave
• SOCSO contributions
• Company activities
• No night work
• Work-life balance
• Good location
• High basic salary with commission
Job Type: Full-time
Pay: Up to RM7,000.00 per month
Benefits:
- Additional leave
- Opportunities for promotion
- Professional development
Work Location: In person
Financial Services Consultant
Posted today
Job Viewed
Job Description
Ready to grow your career in banking? We're hiring Financial Services Consultants Nationwide to join our dynamic team
Job Description
- To promote and professionally sell a wide range of Bancassurance life insurance products to the Bank's existing and potential customers.
- To provide professional advice and on appropriate financial products based on customer need.
- To ensure customer satisfaction and provide excellent after sales service.
- To plan and implement sales activities related to Bancassurance products.
- To act promptly on all leads and follow up activities.
- To acquire good knowledge of Bancassurance products in the market.
- To achieve individual sales target and contribute towards the achievement of the branch target.
Job Requirements
- Candidate must possess a minimum qualification of SPM with 5 passes inclusive of Bahasa Malaysia/Diploma/Degree Holder in Marketing/Business Study or its equivalent.
- Minimum 1 year of working experience in the branch environment.
- Result oriented, passionate with marketing and willing to adopt to new things.
- Ability to work independently with minimum supervision.
- Ability to deliver high quality customer service to external and internal customers.
- Possess good interpersonal skills and able to actively interact with all levels of customers.
- Candidate with full insurance licenses (PCE / CEILI / TBE) will have added advantage.
- Fresh graduates in any discipline are strongly encourage to apply as intensive training will be provided.
Only shortlisted candidates will be notified.
Senior Executive, Financial Services
Posted 9 days ago
Job Viewed
Job Description
About you
Are you an ambitious professional with a passion for data-driven operations and a knack for turning challenges into opportunities? As a Senior Executive in Business Enablement, you'll be joining the engine room of our business. You'll be working closely with our Manager, contributing to the strategic and operational goals that keep CARSOME at the forefront of the automotive industry. If you thrive in a fast-paced environment and are ready to play a key role in optimizing our hire purchase processes, we want to hear from you.
Your Day-to-day- Ensure Compliance: You'll conduct regular compliance checks on all submissions and reporting to ensure accuracy and adherence to company policies and regulatory requirements.
- Lead Strategic Initiatives: You'll support the execution of key projects and help improve overall business processes.
- Manage Financial Partnerships: You'll liaise with banks and other financial institutions to coordinate special campaigns, negotiate rates, and improve approval turnaround times.
- Support Sales Operations: You'll handle hire purchase submissions and provide front-line support to the sales team, ensuring they have the tools and information they need.
- Monitor Vendor Performance: You'll keep a close eye on ancillary vendor performance and escalate any issues to management.
- Coordinate Events & Campaigns: You'll assist in preparing and executing ad-hoc sales events and promotions with our financial partners.
- Handle Data and Reporting: You'll be responsible for collecting, updating, and analyzing hire purchase data. This includes preparing regular performance reports, maintaining approval ratio dashboards, and conducting trend analysis to provide insights for business decisions.
- You have a bachelor’s degree in Business Administration, Finance, or a related field.
- You have prior experience in a similar financial services or operations role, with a strong understanding of hire purchase processes.
- You have excellent data management, reporting, and analysis skills, including the ability to prepare and maintain dashboards.
- You're highly skilled in communication and collaboration, with the ability to work effectively with internal teams and external partners.
- You have a keen eye for compliance and risk, ensuring all processes are accurate and meet regulatory standards.
- You're a proactive, self-motivated individual who can handle ad-hoc tasks and thrive in a fast-paced environment.
- You have strong organizational skills and can manage multiple priorities effectively.
Senior Executive, Financial Services
Posted 11 days ago
Job Viewed
Job Description
About you
Are you an ambitious professional with a passion for data-driven operations and a knack for turning challenges into opportunities? As a Senior Executive in Business Enablement, you'll be joining the engine room of our business. You'll be working closely with our Manager, contributing to the strategic and operational goals that keep CARSOME at the forefront of the automotive industry. If you thrive in a fast-paced environment and are ready to play a key role in optimizing our hire purchase processes, we want to hear from you.
Your Day-to-day- Ensure Compliance: You'll conduct regular compliance checks on all submissions and reporting to ensure accuracy and adherence to company policies and regulatory requirements.
- Lead Strategic Initiatives: You'll support the execution of key projects and help improve overall business processes.
- Manage Financial Partnerships: You'll liaise with banks and other financial institutions to coordinate special campaigns, negotiate rates, and improve approval turnaround times.
- Support Sales Operations: You'll handle hire purchase submissions and provide front-line support to the sales team, ensuring they have the tools and information they need.
- Monitor Vendor Performance: You'll keep a close eye on ancillary vendor performance and escalate any issues to management.
- Coordinate Events & Campaigns: You'll assist in preparing and executing ad-hoc sales events and promotions with our financial partners.
- Handle Data and Reporting: You'll be responsible for collecting, updating, and analyzing hire purchase data. This includes preparing regular performance reports, maintaining approval ratio dashboards, and conducting trend analysis to provide insights for business decisions.
- You have a bachelor’s degree in Business Administration, Finance, or a related field.
- You have prior experience in a similar financial services or operations role, with a strong understanding of hire purchase processes.
- You have excellent data management, reporting, and analysis skills, including the ability to prepare and maintain dashboards.
- You're highly skilled in communication and collaboration, with the ability to work effectively with internal teams and external partners.
- You have a keen eye for compliance and risk, ensuring all processes are accurate and meet regulatory standards.
- You're a proactive, self-motivated individual who can handle ad-hoc tasks and thrive in a fast-paced environment.
- You have strong organizational skills and can manage multiple priorities effectively.
Senior Executive, Financial Services
Posted today
Job Viewed
Job Description
About you
Are you an ambitious professional with a passion for data-driven operations and a knack for turning challenges into opportunities? As a Senior Executive in Business Enablement, you'll be joining the engine room of our business. You'll be working closely with our Manager, contributing to the strategic and operational goals that keep CARSOME at the forefront of the automotive industry. If you thrive in a fast-paced environment and are ready to play a key role in optimizing our hire purchase processes, we want to hear from you.
Your Day-today
- Lead Strategic Initiatives: You'll support the execution of key projects, including the upcoming "Strategic Shift" plan in Q4 2025, and help improve overall business processes.
- Manage Financial Partnerships: You'll liaise with banks and other financial institutions to coordinate special campaigns, negotiate rates, and improve approval turnaround times.
- Support Sales Operations: You'll handle hire purchase submissions and provide front-line support to the sales team, ensuring they have the tools and information they need.
- Monitor Vendor Performance: You'll keep a close eye on ancillary vendor performance and escalate any issues to management.
- Coordinate Events & Campaigns: You'll assist in preparing and executing ad-hoc sales events and promotions with our financial partners.
- Handle Data and Reporting: You'll be responsible for collecting, updating, and analyzing hire purchase data. This includes preparing regular performance reports, maintaining approval ratio dashboards, and conducting trend analysis to provide insights for business decisions.
- Ensure Compliance: You'll conduct regular compliance checks on all submissions and reporting to ensure accuracy and adherence to company policies and regulatory requirements.
Your Know-how
- You have a bachelor's degree in Business Administration, Finance, or a related field.
- You have prior experience in a similar financial services or operations role, with a strong understanding of hire purchase processes.
- You have excellent data management, reporting, and analysis skills, including the ability to prepare and maintain dashboards.
- You're highly skilled in communication and collaboration, with the ability to work effectively with internal teams and external partners.
- You have a keen eye for compliance and risk, ensuring all processes are accurate and meet regulatory standards.
- You're a proactive, self-motivated individual who can handle ad-hoc tasks and thrive in a fast-paced environment.
- You have strong organizational skills and can manage multiple priorities effectively.
Job Type: Full-time
Pay: RM3, RM4,500.00 per month
Benefits:
- Additional leave
- Dental insurance
- Maternity leave
- Opportunities for promotion
- Parental leave
- Professional development
Application Question(s):
- What is your current salary?
- What is your expected salary?
Experience:
- Data analysis skills: 1 year (Preferred)
- Financial analysis: 1 year (Preferred)
Work Location: In person
Senior Executive, Financial Services
Posted 5 days ago
Job Viewed
Job Description
Your Day-to-day
Ensure Compliance:
You'll conduct regular compliance checks on all submissions and reporting to ensure accuracy and adherence to company policies and regulatory requirements.
Lead Strategic Initiatives:
You'll support the execution of key projects and help improve overall business processes.
Manage Financial Partnerships:
You'll liaise with banks and other financial institutions to coordinate special campaigns, negotiate rates, and improve approval turnaround times.
Support Sales Operations:
You'll handle hire purchase submissions and provide front-line support to the sales team, ensuring they have the tools and information they need.
Monitor Vendor Performance:
You'll keep a close eye on ancillary vendor performance and escalate any issues to management.
Coordinate Events & Campaigns:
You'll assist in preparing and executing ad-hoc sales events and promotions with our financial partners.
Handle Data and Reporting:
You'll be responsible for collecting, updating, and analyzing hire purchase data. This includes preparing regular performance reports, maintaining approval ratio dashboards, and conducting trend analysis to provide insights for business decisions.
Your Know-how
You have a bachelor’s degree in Business Administration, Finance, or a related field.
You have prior experience in a similar financial services or operations role, with a strong understanding of hire purchase processes.
You have excellent data management, reporting, and analysis skills, including the ability to prepare and maintain dashboards.
You're highly skilled in communication and collaboration, with the ability to work effectively with internal teams and external partners.
You have a keen eye for compliance and risk, ensuring all processes are accurate and meet regulatory standards.
You're a proactive, self-motivated individual who can handle ad-hoc tasks and thrive in a fast-paced environment.
You have strong organizational skills and can manage multiple priorities effectively.
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Account Manager (Banking & Financial Services)
Posted 3 days ago
Job Viewed
Job Description
Responsibilities
We are seeking a strategic and dynamic professional to manage key client accounts and oversee delivery within the Banking, Financial Services, and Insurance (BFSI) sector in Malaysia. This role is critical for deepening relationships with our existing clients and leveraging UST's expertise to deliver exceptional value. The ideal candidate must be fluent in Mandarin to effectively engage with a significant segment of the market.
Account Management (50%)- Serve as the primary relationship manager and strategic advisor for a portfolio of key UST accounts within the BFSI sector.
- Develop a deep understanding of each client’s business objectives, technology landscape, and challenges to position UST’s portfolio of digital transformation solutions (e.g., Core Banking Modernization, Digital Banking Platforms, AML/CFT, Regulatory Compliance, Data Analytics & AI, Cloud Transformation).
- Ensure high client satisfaction, leading to contract renewals, expansions, and reference ability.
- Identify growth opportunities within existing accounts by cross-selling and up-selling UST's service lines.
- Collaborate with UST’s global delivery and solutions teams to ensure client needs are met and projects are delivered successfully.
- Collaborate closely with project delivery leaders, technical teams, and solution architects to ensure successful delivery of solutions aligned with client expectations.
- Understand the technical architecture, solution design, and delivery models to effectively communicate with both clients and internal teams, ensuring alignment on scope, timelines, and milestones.
- Participate in delivery governance and steering committee meetings to provide visibility on project health, risks, dependencies, and mitigation plans.
- Act as the voice of the client within UST, ensuring that delivery teams stay focused on value, quality, and client satisfaction.
- Monitor and drive adherence to service level agreements (SLAs), KPIs, and compliance requirements, escalating delivery issues as needed.
- Support transition and onboarding of new engagements by working with pre-sales and delivery to ensure a smooth handover and clear definition of technical and functional expectations.
- Proactively identify and recommend process improvements, automation opportunities, or technical enhancements to improve client outcomes.
- Must be fluent in Mandarin, English, and Bahasa Malaysia.
- Proficiency in Chinese (Mandarin) is mandatory for client engagement, proposal creation, and negotiations.
- Bachelor’s degree in Business, Finance, Information Technology, or a related field. An MBA is a plus.
- Minimum of 6-8 years of experience in a combination of key account management and relationship management within the IT services/consulting industry, specifically serving banks and financial institutions in Malaysia.
- Must have a strong understanding of BFSI operations and the technology solutions that serve this sector (e.g., FinTech, Core Banking, Digital Channels, Payment Systems, Risk & Compliance).
- A proven track record of managing multi-million Ringgit portfolios.
- Strategic Thinker: Ability to understand client pain points and strategically map UST’s solutions to their business goals.
- Exceptional Communicator: Superior presentation, negotiation, and persuasion skills, with the ability to engage confidently with C-level executives.
- Relationship Builder: A natural at building and nurturing long-term, trusted partnerships.
- Results-Driven: A strong dedication to account growth.
- Collaborative Team Player: Ability to work effectively with pre-sales, solution architects, and delivery teams to build comprehensive proposals.
- High Integrity: Maintain the highest standards of professionalism and confidentiality.
Account Manager (Banking & Financial Services)
Posted 2 days ago
Job Viewed
Job Description
Account Management (50%)
Serve as the primary relationship manager and strategic advisor for a portfolio of key UST accounts within the BFSI sector.
Develop a deep understanding of each client’s business objectives, technology landscape, and challenges to position UST’s portfolio of digital transformation solutions (e.g., Core Banking Modernization, Digital Banking Platforms, AML/CFT, Regulatory Compliance, Data Analytics & AI, Cloud Transformation).
Ensure high client satisfaction, leading to contract renewals, expansions, and reference ability.
Identify growth opportunities within existing accounts by cross-selling and up-selling UST's service lines.
Collaborate with UST’s global delivery and solutions teams to ensure client needs are met and projects are delivered successfully.
Delivery Scope (40%)
Collaborate closely with project delivery leaders, technical teams, and solution architects to ensure successful delivery of solutions aligned with client expectations.
Understand the technical architecture, solution design, and delivery models to effectively communicate with both clients and internal teams, ensuring alignment on scope, timelines, and milestones.
Participate in delivery governance and steering committee meetings to provide visibility on project health, risks, dependencies, and mitigation plans.
Act as the voice of the client within UST, ensuring that delivery teams stay focused on value, quality, and client satisfaction.
Monitor and drive adherence to service level agreements (SLAs), KPIs, and compliance requirements, escalating delivery issues as needed.
Support transition and onboarding of new engagements by working with pre-sales and delivery to ensure a smooth handover and clear definition of technical and functional expectations.
Proactively identify and recommend process improvements, automation opportunities, or technical enhancements to improve client outcomes.
Qualifications and Experience
Must be fluent in Mandarin, English, and Bahasa Malaysia.
Proficiency in Chinese (Mandarin) is mandatory for client engagement, proposal creation, and negotiations.
Bachelor’s degree in Business, Finance, Information Technology, or a related field. An MBA is a plus.
Minimum of 6-8 years of experience in a combination of key account management and relationship management within the IT services/consulting industry, specifically serving banks and financial institutions in Malaysia.
Must have a strong understanding of BFSI operations and the technology solutions that serve this sector (e.g., FinTech, Core Banking, Digital Channels, Payment Systems, Risk & Compliance).
A proven track record of managing multi-million Ringgit portfolios.
Required Skills and Competencies
Strategic Thinker: Ability to understand client pain points and strategically map UST’s solutions to their business goals.
Exceptional Communicator: Superior presentation, negotiation, and persuasion skills, with the ability to engage confidently with C-level executives.
Relationship Builder: A natural at building and nurturing long-term, trusted partnerships.
Results-Driven: A strong dedication to account growth.
Collaborative Team Player: Ability to work effectively with pre-sales, solution architects, and delivery teams to build comprehensive proposals.
High Integrity: Maintain the highest standards of professionalism and confidentiality.
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Executive - Personal Financial Services (Telemarketing Portfolio Sales)
Posted today
Job Viewed
Job Description
If you are looking to excel and make a difference, take a closer look at us…
Functional (job responsibilities)
- Engage customers for cross sell purpose via phone in promoting HLB credit cards / personal loan by using probing, qualifying and closing skills.
- Generate additional leads through referrals for acquiring New-To-Bank customers.
- Cross sell and up sell to existing customers with an array of credit card portfolio products.
- To explain HLB product offering, product promotions and to pre-qualify prospect based on specific credit criteria
- To ensure daily and monthly productivity target is achieved and exceed sales performance indicators set by management.
- To maintain and uphold service standards ensuring it is complying to the compliance and consistency of Code of Conduct & Ethic policy in cards and personal loan acquisition effort at all times.
- Keeping abreast with competitive issues, products and the financial market.
- Active participation in providing feedback during discussions
- Fostering positive relationship with team members within team and department.
- To carry out any other duties as directed by the management.
Organizational (organizational responsibilities)
- Adhering to department process and procedures in complying to audit, regulatory, and compliance.
- Respect the HLB culture & take an active role in the communities.
- Participate and display team work in all aspect of work, projects and assignments, Group Management Programs etc. at all times.
About Hong Leong Bank
We are a leading financial institution in Malaysia backed by a century of entrepreneurial heritage. Providing comprehensive financial services guided by a Digital-at-the-Core ethos has earned us industry recognition and accolades for our innovative approach in making banking simpler and more effortless for our customers. Our digital and physical offerings span across a vast nationwide network in Malaysia, strengthened with an expanding regional presence in Singapore, Hong Kong, Vietnam, Cambodia, and China.
We seek to strike a balance between diversity, inclusion and merit to achieve our mission of infusing diversity in thinking and skillsets into our organisation. Candidates are assessed based on merit and potential, in line with our mission to attract and recruit the best talent available. Expanding on our "Digital at the Core" ethos, we are progressively digitising the employee journey and experience to provide a strong foundation for our people to drive life-long learning, achieve their career aspirations and grow talent from within our organisation.
Realise your full potential at Hong Leong Bank by applying now.