Job Description

Job Responsibility Identify and pursue new business opportunities. Promote and sell financial products and services, including third-party offerings. Build and maintain close business relationships with High Net Worth (HNW) customers, offering value-added investment solutions. Process credit applications and handle operational transactions within the permitted authority limit. Adhere to Certified Financial Planner (CFP) rules and regulations when providing investment advisory to affluent customers. Provide a complete range of investment products and services offering to meet the needs of affluent customers with investable asset Job Requirements Proficiency in English and Mandarin is a MUST Minimum of 3 years\' experience in sales-related roles (financial product). Broad knowledge of banking and financial products. Strong interpersonal and relationship-building skills with self-assurance and confidence. Ability to think creatively, results-oriented, and driven for high performance. Capable of working under pressure, meeting tight deadlines, and being both independent and a team player. Excellent interpersonal skills. Must fully understand product features and the individual lifestyle needs of High Net Worth clients. A strong balance of relationship management, customer focus, and result orientation. Banking licensing would be an advantage i.e.: FIMM, IPPC, PCE, CEILI, TB Job Benifits Salary: Up to RM10k (based on IV and experience) +EPF +SOCSO Working location: Klang Valley, Miri, Sibu, Crown Towers Fast-paced working environment Business Nature: One of the largest bank in Malaysia

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