Job Description
In this role, you will provide tailored financial advisory services and investment solutions to help clients achieve their financial goals. You will be responsible for meeting individual sales targets while ensuring all sales activities, documentation, and compliance procedures are completed accurately and within the required timelines.
Key Responsibilities
- Provide professional financial advice and recommend suitable investment and wealth management solutions based on clients’ financial goals and needs.
- Build, maintain, and strengthen relationships with assigned clients to enhance customer satisfaction, trust, and long-term business growth.
- Ensure all financial advisory activities and supporting documentation comply with the Bank’s internal policies, operational procedures, and applicable regulatory requirements, including the Financial Advisers Act (FAA) and other relevant legislation.
- Achieve individual sales targets while maintaining high standards of customer service, advisory quality, and regulatory compliance.
Job Requirements
- Malaysian citizens only
- Possess a Bachelor’s Degree Qualification.
- Fresh Graduates till 5 years of working experience are encouraged to apply.
- Candidates without any banking experience are welcome to apply.
- Be proactive, self-motivated, and results-driven, with a strong commitment to achieving sales objectives.
- Very good communication skills in English; Mandarin proficiency is an advantage
- Have a proven track record of meeting or exceeding sales targets.
- Be resourceful, independent, and capable of managing responsibilities effectively with minimal supervision.
Comprehensive 2-month training programme will be provided to equip candidates with the knowledge, skills, and confidence needed to succeed in wealth management
Pay: $4,100.00 - $5,400.00 per month
Benefits:
- Additional leave
- Health insurance
Work Location: In person