Duties and responsibilities
  • Responsible to manage and initiate contacts and leads as well as develop new business opportunities.
  • To conduct fact find, need analysis for customer and ensure prompt advice and solutions are offered to customer.
  • To assist our customers in enhancing their wealth and achieving their financial goals through proper management of income.
  • Ensure our customer’s receive efficient and courteous service.
  • To promote professionally our various financial products to customers.
  • Maintain confidentiality of the customer database.
  • Proactively manage and build long-term customer relationship through excellent value added services.
Skills and experience
  • Candidate who enjoy continuous learning and possess or currently pursuing a Diploma, Advanced/Higher/Graduate Diploma, Bachelor’s Degree which equivalent in area of requirements.
  • Possess integrity, coachable, competitive and ethical character.
  • Great working attitude: proactive with strong energy drive. Highly self-motivated, highly sales target driven and results oriented.
  • Self-discipline with excellent communication and interpersonal skills.
  • Being present enjoying live life to the fullest.
  • Must have strong customers focus and passion to provide an outstanding level of service.
  • Possess own transport and willing to travel as needed.
  • Fresh graduate/ Entry level are encouraged to apply.
  • No work experience required. Training will be provided.
  • Required skill(s): MS Excel, MS PowerPoint, MS Word.
  • Required language(s): Bahasa Malaysia, Chinese, English.

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