About the Job
Responsibilities:
...
personal financial consultant / private banker.
- kuala lumpur, wilayah persekutuan
- posted 4 days ago
- closes 11 june 2026
job details
summary
- kuala lumpur, wilayah persekutuan
- RM72,000 - RM108,000 per year
- permanent
- full-time
- job categoryfinancial services
job details
- Responsible for marketing and promoting a wide range of banking products and services, i.e. unit trusts, insurance, treasury investments, cards, deposits and other retail banking products to potential clients.
- Manage key relationships with existing and potential customers and provide sound advice in the effective management of their finances in view of portfolio expansion.
- Analyse and match customers’ financial requirements with the bank's product offerings to best suit their personal investment needs to grow mutually beneficial banking investment opportunities.
- Proactively cross-sell other banking products and services.
Qualifications:
- Experience in the Financial Services industry, preferably experience as a personal banker.
- Candidates with any sales experience are encouraged to apply.
- A high degree of integrity and professionalism, and strong customer relationship management skill.
- Strong communication and interpersonal skills Dynamic, result driven and self motivated.
About the Job
Responsibilities:
- Responsible for marketing and promoting a wide range of banking products and services, i.e. unit trusts, insurance, treasury investments, cards, deposits and other retail banking products to potential clients.
- Manage key relationships with existing and potential customers and provide sound advice in the effective management of their finances in view of portfolio expansion.
- Analyse and match customers’ financial requirements with the bank's product offerings to best suit their personal investment needs to grow mutually beneficial banking investment opportunities.
- Proactively cross-sell other banking products and services.
Qualifications:
- Experience in the Financial Services industry, preferably experience as a personal banker.
- Candidates with any sales experience are encouraged to apply.
- A high degree of integrity and professionalism, and strong customer relationship management skill.
- Strong communication and interpersonal skills Dynamic, result driven and self motivated.
skills
Sales, Communication Skillsqualifications
Bachelors Degreeeducation
Bachelor Degree
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