Job Description
- Assess and understand customers’ financial goals, concerns, and needs.
- Provide tailored financial advice and recommend suitable wealth management and insurance solutions.
- Proactively build and maintain long-term relationships with customers to support their financial journey.
- Engage clients through various channels, including in-branch consultations, telemarketing, social media outreach, and participation in marketing roadshows.
- Consistently achieve individual sales targets and key performance indicators (KPIs) set by the bank.
Job Requirements
- Minimum Diploma or Bachelor's Degree in any discipline; SPM holder with minimum 5 years experiences can be considered.
- At least 1 year of sales experience in any industry; candidates with banking or financial sales background will be given priority.
- Open to individuals from diverse sales backgrounds who are passionate about financial services.
- Strong drive for performance and results, with a proven ability to thrive in a target-driven sales environment.
- Willingness to travel to support branch activities and client engagements across surrounding areas.
- Candidates holding any of the following licenses will have an added advantage: PCE (Part A & B), PCIL, CEILI, or TBE.
Skills
Financial Services
Finance
Communication
Product Knowledge
Sales
Willingness To Learn
Digital Advertising
Company Benefits
Car Park
Subsidised Car Parking
Insurance
Attractive Group Hospitalisation Insurance
Company Lunch
Monthly Company Lunch
Company Trip
Yearly Exciting Company Trip
Laptop
Company's Laptop provided
Hybrid Working Hours
Hybrid working in office and from home
Additional Info
Company Activity
Last active - 1 hour ago
Experience Level
1 - 3 Years of Experience
Career Level
Junior Executive
Job Specialisation
Financial Services & Banking