We are looking for motivated individuals to join our growing team as Financial Consultants under Etiqa Family Takaful and TA Investment.
This opportunity is suitable for individuals who are interested in building a career in Financial Planning, Takaful, Investment and Wealth Management, with flexible working arrangements available for both full-time and part-time candidates.
Partner with Relationship Managers during client engagements, conducting portfolio reviews, providing financial planning advice, and recommending solutions to customers in relation to their insurance portfolio and risk profile.
Identifying opportunities for coaching through joint appointments, keeping Relationship Managers updated on new products, market trends, and technical knowledge.
Plan and organise customer events at the branch or regional level, serve as speaker during events to represent the bank and engage customers.
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Provide excellent customer service and uphold professionalism to reflect Bank’s image
Seek continuous improvement in the following areas to enhance job skills and competencies : Product knowledge / Selling skills / Market intelligence / Competitor’s check
Comply to statutory requirement and sales compliance in relation to FSA, KYC, AMLA and all relevant internal policies & procedures and sales compliance Participate in strong teamwork and working relationship with colleagues at all times
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Portfolio Growth: Focus on growing the Bank's AUM through effective relationship management and acquisition of new-to-bank wealth clients.
Compliance & Risk: Ensure all transactions and client interactions strictly adhere to bank policies, internal SOPs, and industry regulations (e.g., PDPA, AMLCFT, and Shariah Governance).
Building and maintaining close relationships with relevant stakeholders and supporting internal functions.
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Promote a top and bottom line focus within the business unit, supporting and critiquing new projects proposed to ensure that requisite delivery of cash and profit.
Provide robust financial support for bids and contracts, ensuring that costings used are both competitive and achievable in fulfilment.
Lead the reporting cycle for the business unit, ensuring that outputs (reports, plans, budgets) are on time, accurate and deliverable. Partner with other leadership team members to ensure that messaging and analytics is thorough and complete, highlighting key financial issues.
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Consultative Selling: Conduct on-site inspections and client visits to assess needs, deliver presentations and propose tailored make solutions.
Customer Experience: Act as the primary point of contact for new accounts; urgently resolve client complaints and handle customer’s’ queries in accordance with company policy.
Sales Administration: Manage day-to-day administrative sales workflows, including drafting proposals, executing service agreements and maintaining the system.
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Consultative Selling: Conduct on-site inspections and client visits to assess needs, deliver presentations and propose tailored make solutions.
Customer Experience: Act as the primary point of contact for new accounts; urgently resolve client complaints and handle customer's' queries in accordance with company policy.
Sales Administration: Manage day-to-day administrative sales workflows, including drafting proposals, executing service agreements and maintaining the system.
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Ensure all team members complete mandatory Hyatt learning programs and are knowledgeable about the World of Hyatt loyalty program and upselling opportunities.
Monitor service standards through regular audits and implement continuous improvements to enhance guest satisfaction.
Manage budgets, control costs, and optimize productivity while achieving financial and operational goals.
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Strong administrative skills especially in Microsoft Office (Word, Excel, PowerPoint).
Due to strict regulation of Malaysian Immigration and Manpower Department, this position is open for Malaysian Nationals only.
You will be responsible to assist with the efficient running of the department in line with Hyatt International's Corporate Strategies and brand standards, whilst meeting employee, guest and owner expectations.
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*Due to strict regulation of Malaysian Immigration and Manpower Department, this position is open for Malaysian Nationals only.
At Hyatt, we believe our guests select Hyatt because of our caring and attentive associates who are focused on providing authentic hospitality and meaningful experiences to each and every guest. Hyatt is a place where high expectations aren't just met-they're exceeded. It's a place of outstanding rewards, where talent opens doors to exciting challenges in the hospitality industry.
You will be responsible to assist with the efficient running of the department in line with Hyatt International's Corporate Strategies and brand standards, whilst meeting employee, guest and owner expectations.
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