307 Sales Banking jobs in Malaysia

Maintain and deepen relationships with minimum core portfolio of 30 Middle Market/SME clients.

• Actively drive primary sales through acquisition of new Middle Market / SME customers and through new loans to existing clients.
• Carry out account planning with product specialists to identify customers to engage, and products to offer based on their needs.
• Monitor overall customer experience and per-empt or address any process lapses or delays in TAT.
• Ensure customers meet basic credit requirements, and maintain new Non-Performing Loans (NPL) within approved budget.
• Provide the qualitative credit assessment for each application.
• Work closely with Account Managers to prepare credit proposals.
• Vet, sign and deliver Letters of Offer.
  
  

• Candidate must possess at least a Bachelor's Degree in Finance/Accountancy/Banking, Marketing or equivalent.
• Minimum 3 years of working experience in credit with exposure to credit risk management and commercial including credit processing, evaluation and appraisal is required for this position.
• Possess strong credit writing and analytical skills.
• Required skill(s): Networking, Market knowledge, Financial Analysis, Sales, Proactive, Energetic, Result Oriented and Possess good business acumen.

• Manages, acquires, grows and deepens High Net Worth customers’ relationships through effective relationship management.
• Provides total financial solutions to High Net Worth customers.
• Conducts financial analysis and recommends strategies to achieve their financial goals by maximizing and protecting their wealth through a range of the bank’s investment and insurance products.
• Serves as the one-point contact to the High Net Worth customers of the Bank.
• Analyzes economic trends, global markets, customer needs and competitive products in order to structure personalised banking offerings.
• Professionally promotes and sells a wide range of wealth products and bancassurance to existing and potential customers.
• Engages in cross selling of other products based on customer needs.
  
  REQUIREMENTS
  
• Manages, acquires, grows and deepens High Net Worth customers’ relationships through effective relationship management.
• Provides total financial solutions to High Net Worth customers.
• Conducts financial analysis and recommends strategies to achieve their financial goals by maximizing and protecting their wealth through a range of the bank’s investment and insurance products.
• Serves as the one-point contact to the High Net Worth customers of the Bank.
• Analyzes economic trends, global markets, customer needs and competitive products in order to structure personalised banking offerings.
• Professionally promotes and sells a wide range of wealth products and bancassurance to existing and potential customers.
• Engages in cross selling of other products based on customer needs.

• Manages, acquires, grows and deepens High Net Worth customers’ relationships through effective relationship management.
• Provides total financial solutions to High Net Worth customers.
• Conducts financial analysis and recommends strategies to achieve their financial goals by maximizing and protecting their wealth through a range of the bank’s investment and insurance products.
• Serves as the one-point contact to the High Net Worth customers of the Bank.
• Analyzes economic trends, global markets, customer needs and competitive products in order to structure personalised banking offerings.
• Professionally promotes and sells a wide range of wealth products and bancassurance to existing and potential customers.
• Engages in cross selling of other products based on customer needs.
  
  REQUIREMENTS
  
• Manages, acquires, grows and deepens High Net Worth customers’ relationships through effective relationship management.
• Provides total financial solutions to High Net Worth customers.
• Conducts financial analysis and recommends strategies to achieve their financial goals by maximizing and protecting their wealth through a range of the bank’s investment and insurance products.
• Serves as the one-point contact to the High Net Worth customers of the Bank.
• Analyzes economic trends, global markets, customer needs and competitive products in order to structure personalised banking offerings.
• Professionally promotes and sells a wide range of wealth products and bancassurance to existing and potential customers.
• Engages in cross selling of other products based on customer needs.

Join to apply for the Relationship Manager role at Eastspring Investments

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3 days ago Be among the first 25 applicants

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Eastspring is a global asset manager with Asia at its core. We create a culture in which diversity is celebrated and inclusion assured, for our colleagues, customers, and partners. We provide a platform for our people to do their best work and make an impact to the business, and in exchange, we support our people's career ambitions. We pledge to make Eastspring a place where you can Connect, Grow and Succeed.

Key Accountabilities

Responsible for assisting formulation and implementation of sales strategies and plans to enhance Institutional Unit Trust Agents (IUTAs), Channel Partnership (CPs), Direct Channel (DCs), and Corporate Unit Trust Agents (CUTAs). Support and Communication, as well as continuingly improving the work quality and standards within the Sarawak Region, ultimately contributing to the overall performance of the company in achieving its financial and non-financial objectives.

Principle Duties & Responsibilities

Performance

To assist in achieving market share objectives and performance objectives in the management of the Company’s existing and new unit trust funds.

Sales Support, Monitoring & Supervision

Monitor the performance of IUTAs, CPs, DCs and CUTAs to ensure that they achieve their goals.

Develop and grow Sarawak Asset Under Management (AUM) though the four channels: IUTAs/CPs/DCs/CUTAs. Work closely with key distributors on effective business strategies and take necessary corrective actions for overall Sarawak AUM growth.

Assist to help motivate the respective IUTAs Branch Sales Personnels/CPs, DCs, CUTAs through branch visits, individual conference, customer seminars and joint sales calls.

Supervise and monitor campaigns & contests within Sarawak region.

Assist Manager, East Malaysia, Sarawak and work closely with Branch Executive in formulating strategies for enhancing sales.

Handle IUTAs/CPs/DCs/CUTAs’ enquiries/feedbacks.

Provide information on activities, sales campaign, sales application.

To support the sales and marketing activities of the IUTAs/CPs/DCs/CUTAs.

Communication

Responsible for the overall communications to the IUTAs/CPs/DCs/CUTAs, including the following though not limited to Circulars, flyers, newsletters, memos and letters.

Sales ideas and materials to the IUTAs branch personnels/CPs/DCs/CUTAs which can be used to enhance sales.

Multi-Channel Distribution Management

To assist the Manager, East Malaysia, Sarawak in developing and establishing the four channels: IUTAs/CPs/DCs/CUTAs.

Ensure that the distributors within the care of Sarawak Region receive support and services.

Promotions/ Campaigns for IUTAs branch personnels/CPs/DCs/CUTAs and investors purchase

Assist the IUTAs/CPs/DCs/CUTAs to communicate, monitor and track their respective promotion schemes (where applicable).

Training and Development

To provide on-going training to enhance the skills and knowledge of the IUTAs’ branch sales personnels/CPs/DCs/CUTAs. Training topics includes, but not limited to, the following Company’s products (new and existing).

Support and Services.

Soft skills (eg. “Selling Skills” and “Handling Objections”).

Event Organization

Assist in the management and organization of events related to IUTAs/CPs/DCs/CUTAs including the following and not limited to

Scheduling seminar/road show’s schedule.

Liaise with the respective IUTA’s designated personnels/CPs/DCs/CUTAs in this matter.

Plan the activities and its management.

Coordinate and administer the activities for department.

Administer of the schedule of training, presentation, road show and etc.

Idea Generation

To consistently be on the lookout for new ideas and opportunities, and suggest through proposals to the Manager, Sarawak Region.

Others

To support other departments within the scope of the job function.

To assume any duties and responsibilities as assigned by the management.

Qualifications

EXPERIENCE / QUALIFICATIONS

A basic degree in Business, Economics or Finance or equivalent.

Experience

Two to four years’ experience preferably in the Fund Management / Sales & Marketing Environment.

Preferably to possess leadership and with strong business acumen.

Strategic thinker with strong determination, with ability to perform under stress and tight deadlines.

Experiences in managing and supporting distribution channels will be an added advantage.

Knowledge/Skills/Abilities

Fluent in spoken and written English. Fluent in Mandarin or other Chinese dialect(s) and Bahasa will be added advantage.

Good at using MS Word, Power Point & Excel.

Fluent in English and major Chinese dialect(s).

Strong presentation and communication skills, proactive and resourceful.

Planning, organization and time management skills.

Good inter relationship skills with ability to engage people and motivate staff.

Strong knowledge of the investment industry.

Sales/marketing experience to a wide range of customers/business partners.

Attitude

Should be prepared to work under pressure.

Exhibit independence and self-motivated.

Possess high level of commitment, ability to multi-task and a strong team player.

Integrity, accountable, versatile and willing to take ownership and enthusiastic in achieving results.

Eastspring is an equal opportunity employer. We provide equality of opportunity of benefits for all who apply and who perform work for our organisation irrespective of sex, race, age, ethnic origin, educational, social and cultural background, marital status, pregnancy and maternity, religion or belief, disability or part-time / fixed-term work, or any other status protected by applicable law. We encourage the same standards from our recruitment and third-party suppliers taking into account the context of grade, job and location. We also allow for reasonable adjustments to support people with individual physical or mental health requirements.

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Sales and Business Development

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Reports To: Director, Head of Asia Pacific
Job Location: Malaysia (Full-time, On-site)

GODO Capital Markets is a dynamic and rapidly expanding financial services firm committed to providing traders with ultra-tight spreads, deep liquidity, and state-of-the-art technology. As we extend our footprint into the Asia Pacific (APAC) region, particularly in Malaysia, we are seeking a highly skilled and results-driven Relationship Manager to spearhead our efforts and establish GODO as a market leader in the region.

We are looking for a strategic and proactive Relationship Manager to lead GODO’s business development initiatives across the APAC region, with a primary focus on Malaysia. This is a unique opportunity to shape the company’s growth strategy, build key relationships, and establish GODO as a dominant force in the region.

Deep expertise in financial services and a strong network within the APAC region.

A passion for fintech and trading, with a keen understanding of regional market dynamics.

Fluency in English. proficiency in additional languages is an added advantage.

Lead Generation & Client Onboarding: Identify and acquire new institutional and high-net-worth clients, including asset managers, brokers, and corporate entities, within the APAC region.

Market Expansion: Develop and execute strategies to expand the firm’s presence in Malaysia and other key APAC markets.

Sales Target Achievement : Consistently meet or exceed sales targets through proactive client engagement and business development initiatives.

Client Engagement @Retension : Establish and maintain strong, long-term relationships with clients, acting as their primary point of contact & Implement strategies to enhance client satisfaction and loyalty, ensuring high retention rates

Market Insights: Stay informed about market trends, economic developments, and regulatory changes affecting the APAC region.

Product Expertise : Possess in-depth knowledge of the firm’s product offerings, including FX, CFDs, and other financial instruments.

Sales Reporting: Maintain accurate records of sales activities and client interactions.

Strategic Planning : Contribute to the development of business strategies aimed at achieving long-term growth objectives.

A seasoned business development leader with 4+ years of experience in FX, CFDs, or financial services within the APAC region.

Deep understanding of the regulatory landscape and financial markets.

A strong track record in client acquisition, institutional sales, and partnership development.

Excellent leadership, negotiation, and communication skills.

English proficiency is highly preferred; multilingual skills are an added advantage.

Drive APAC Growth – Play a key role in expanding GODO’s presence across the high-growth Asia Pacific region, starting from Malaysia.

Regional Ownership – Take full ownership of client acquisition and business development initiatives in one of the world’s most dynamic trading markets.

Lucrative Earning Potential – Enjoy a competitive base salary, performance-based incentives, and opportunities to grow your career as the region scales.

Global Team, Local Impact – Collaborate with an international team while making a meaningful impact in Malaysia and the broader APAC market.

If you are ready to take on this exciting challenge, send your CV and a brief cover letter detailing your APAC market experience and vision for GODO to

1. Manages, acquires, grows and deepens High Net Worth customers’ relationships through effective relationship management.
2. Provides total financial solutions to High Net Worth customers.
3. Conducts financial analysis and recommends strategies to achieve their financial goals by maximizing and protecting their wealth through a range of the bank’s investment and insurance products.
4. Serves as the one-point contact to the High Net Worth customers of the Bank.
5. Analyzes economic trends, global markets, customer needs and competitive products in order to structure personalised banking offerings.
6. Professionally promotes and sells a wide range of wealth products and bancassurance to existing and potential customers.
7. Engages in cross selling of other products based on customer needs.

1. Minimum of 5 years of experience in relationship management, preferably with High Net Worth clients.
2. Strong understanding of financial products, investment strategies, and wealth management.
3. Excellent communication and interpersonal skills.
4. Ability to analyze market trends and customer needs.
5. Proven track record in achieving sales targets.

Join to apply for the Relationship Manager role at AFFIN Group

2 days ago Be among the first 25 applicants

Join to apply for the Relationship Manager role at AFFIN Group

Create your future with Affin! You too can make a difference.

Join us at AFFIN, where the open minds meet and be inspired by a shared commitment to great work. Here, you don’t just stay at the forefront of the industry – you can make a difference too.

Job Purpose

Responsible for the distribution of BANCA (Life & General) products for Enterprise Banking. Fulfilment and achievement of assigned BANCA target by the Division.

Accountabilities

• Active distribution of suitable BANCA products to customers of Enterprise Banking
• Customize insurance programs to suit individual clients
• Consistently seek out new customers and develop customer base through networking
• Increase share of wallets for Enterprise Banking BANCA Business
• Provide BANCA advisory or support to Business Centre, Commercial Sales and to perform joint sales, where necessary
• Ensure completeness of documents being submitted and customer due diligence being complied
• Perform transactional servicing or support and manage customers’ expectation
• Participate in business planning, campaigns and tactical plans to increase sales performance
• Observe and adhere to Compliance Policies with strong awareness of BANCA operational risks
• Comply with the Professional Certification requirements, prior to promoting any BANCA products
• Building and maintaining strong, long-lasting customer relationships
• Persuade prospective clients to engage in a phone conversation and/or meeting to discuss insurance products
• Developing in-depth knowledge of company products.
  
  

• Degree in Marketing, Finance, Business Administration or any other related disciplines.
• Experience in Sales, Marketing & Event or Business administration would be an added advantage.
• Sound knowledge of Bancassurance.
• Strong initiative and positive attitude with good writing, communications, interpersonal skills and influencing skills.
• Possesses good business acumen.
• A proactive individual with good initiative, resourceful and creative.
• Passion for customer service innovation and continuous improvement.
• Excellent interpersonal and communication skills.
• Sound analytical, problem solving with good report writing skills.
• Proficient in MS Office Applications.
• Able to work independently under pressure with tight deadline.

• Seniority level Entry level

• Employment type Full-time

• Job function Sales and Business Development
• Industries Banking

Referrals increase your chances of interviewing at AFFIN Group by 2x

Kelang, Selangor, Malaysia MYR4,000.00-MYR5,500.00 1 week ago

Kelang, Selangor, Malaysia MYR4,000.00-MYR5,500.00 1 week ago

My Square Business Hub, Selangor, Malaysia 22 hours ago

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• Manages, acquires, grows and deepens High Net Worth customers’ relationships through effective relationship management.
• Provides total financial solutions to High Net Worth customers.
• Conducts financial analysis and recommends strategies to achieve their financial goals by maximizing and protecting their wealth through a range of the bank’s investment and insurance products.
• Serves as the one-point contact to the High Net Worth customers of the Bank.
• Analyzes economic trends, global markets, customer needs and competitive products in order to structure personalised banking offerings.
• Professionally promotes and sells a wide range of wealth products and bancassurance to existing and potential customers.
• Engages in cross selling of other products based on customer needs.
  
  REQUIREMENTS
  
• Manages, acquires, grows and deepens High Net Worth customers’ relationships through effective relationship management.
• Provides total financial solutions to High Net Worth customers.
• Conducts financial analysis and recommends strategies to achieve their financial goals by maximizing and protecting their wealth through a range of the bank’s investment and insurance products.
• Serves as the one-point contact to the High Net Worth customers of the Bank.
• Analyzes economic trends, global markets, customer needs and competitive products in order to structure personalised banking offerings.
• Professionally promotes and sells a wide range of wealth products and bancassurance to existing and potential customers.
• Engages in cross selling of other products based on customer needs.

We continuously innovate to transform our financial services landscape - making banking better and easier. Join us at AFFIN, where open minds meet and be inspired by a shared commitment to great work. You too can make a difference.

• Manage, acquire, grow, and deepen High Net Worth customers’ relationships through effective relationship management.
• Provide total financial solutions to High Net Worth customers.
• Conduct financial analysis and recommend strategies to achieve their financial goals by maximizing and protecting their wealth through a range of the bank’s investment and insurance products.
• Serve as the one-point contact for High Net Worth customers of the Bank.
• Analyze economic trends, global markets, customer needs, and competitive products to structure personalized banking offerings.
• Promote and sell a wide range of wealth products and bancassurance professionally to existing and potential customers.
• Engage in cross-selling of other products based on customer needs.

People are the heart of AFFIN BANK. We have a positive and supportive environment where we celebrate personal growth and encourage employees to be the best versions of themselves, both in the workplace and in the community.

Join AFFIN as we evolve into a future-ready financial institution, embracing innovation and technology to deliver unparalleled customer service. We're seeking colleagues who share our values and are ready to live them every day.

Explore exciting opportunities and make a real impact on the future of finance. Be part of our journey today!

"Always About You"

At AFFIN, we strive to connect and engage with our customers to understand their evolving needs and aspirations. This reflects our passion and commitment to the community, enabling us to respond swiftly and provide personalized experiences.

Our people are aligned with our core values of customer centricity, creativity, and value creation. Our tagline “Always about you” aims to foster loyalty and enhance our reputation as a creative and innovative financial organization.

Our people are at the heart of our operations, focusing on understanding and prioritizing our stakeholders—customers, employees, and shareholders. As we navigate this digital transformation, we are committed to understanding their changing needs and embracing new ways to serve them. We dedicate our hearts and minds to ensure everyone we serve receives exceptional customer service.