Job Description

Job Responsibility Deliver a comprehensive range of investment products and services tailored to meet the requirements of affluent clients with investable assets. Responsibilities Identify and cultivate new business prospects. Promote Bank products, as well as third-party products and services. Cultivate and nurture strong business relationships with High Net Worth (HNW) customers, offering value-added investment solutions. Participate in the execution of operational and marketing initiatives for the Premier Wealth Centre. Manage credit applications and operational transactions within prescribed authority limits. Adhere to Certified Financial Planner (CFP) rules and regulations when providing investment advisory to affluent clients. Skills Job Requirements Possess the required licenses: FIMM, IPPC, PCE, CEILI, TBE. Requirements Proficient in both Mandarin and English Minimum of 2 years of experience in sales-related roles in banking industry mandatory. Comprehensive knowledge of Bank Group s product offerings. Demonstrate effective interpersonal and relationship-building skills with confidence and self-assurance. Exhibit creative thinking, results-oriented mindset, and high-performance orientation. Capable of working under pressure, meeting tight deadlines, and functioning both independently and as a collaborative team player. Excellent interpersonal skills are crucial. In-depth understanding of product features and the lifestyle needs of High Net Worth individuals. Job Benifits Basic up to RM 10k + EPF + SOCSO + AL +ML Working Location: Klang Valley (KL), Batu Pahat, Kuantan, Setapak, Kuching Business Nature: One of the largest bank in Malaysia

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