Financial Services Executive | Banking Industry | Gombak, KL (NH) - Ipoh

apartmentTWY Search International Sdn Bhd placeIpoh scheduleFull-time calendar_month 
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 Benefits:

  • Build your career in the banking industry
  • Direct employment with the bank
  • Basic salary RM 2,500 – RM 3,500
  • Allowances up to RM 300
  • Commission RM 1,500 – RM 5,000++
  • Good benefits package
  • Training provided
  • 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.
How to Apply:

We’d love to hear from you! To help us get to know you better, please make sure your CV includes:

  • A recent photo
  • Details of your job responsibilities in current and past roles
  • Reasons for leaving each position
  • Your current and expected salary
  • Your availability date and notice period

We truly appreciate every application. While only shortlisted candidates will be contacted, we thank you in advance for your time and interest in joining us.

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