Job Description

Job Responsibilities

• Apply good organizational skills to ensure relevant information and documents are easily accessible when needed.
• Drive sales and formulate action plans to achieve sales target.
• Conduct presentations and provide consultations / proposals to potential clients in meeting their business and operational needs.
• Build and foster long term and profitable relationships by providing quality and professional customer service.
• Work closely with internal parties in planning new product launches to ensure it meets planned revenue and volume projections.
• Proactively sell company products primarily for wealth management and deposits products.
• Provide referrals of other Bank\xe2\x80\x99s products to relevant parties to ensure an optimal reach of customers and reach achievement of targets set.
• Handle account opening and customer\xe2\x80\x99s inquiries on all products related matter.
• Provide advice on financial planning and perform other service functions, including navigator function, whenever required.
• Act as reference point for Wealth Management solutions and collaborate with other business units in doing sales of banks products to capitalize on the mutually rewarding business relationship.
• Act as customers\xe2\x80\x99 single point of contact and handle relationship management
• Perform Know Your Customer/Customer Due Diligence for financial/non-financial transactions.
• Ensure high standard of customer service in line with the quality and standards set by the Bank

• Associate 1-3 years.

• Senior Associate 3-5 years.

• Advisor 5 years and above of relevant working experience in banking / financial related field, preferably in wealth management industry / Takaful Specialist.

• Bumi applicant: PCE + CEILI & TBE license.

• Non Bumi applicant: PCE + CEILI license.