- To actively identify potential sales opportunities and manage sales pipeline
- To build and maintain business relationships with prospective customers
- To provide professional financial solutions and create financial stability and security for clients
- To use multiple prospecting methods to generate leads, set up sales meetings and pitch appropriate investment solutions to prospects;
- Participate in sales launches and data mining for potential customer and source for new business.
- Able to speak in English
- Candidate must possess at least a Diploma or Degree in any discipline.
- At least 4 years of working experience in the similar field
- Knowledge of Financial Planning/Wealth Management or Retail Banking/Branch Operation.
- Banking licensing would be an added advantage i.e: PCE/TBE/CEILLI/FIMM/IPPC
- A good understanding of banking investment and insurance products, mortgages, secured and unsecured lending products.
- Willing to travel (within Peninsular Malaysia)
- Possess own transportation
- Attractive Remuneration
- Medical Benefits
- Career Growth Enhancement
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Personal Financial Representative
1 week ago
M3Group Kuala Lumpur, MalaysiaGenerate calls to potential and existing customers according to the leads listing given · - Follow up with interested prospects to answer questions, address concerns, and provide additional information as needed. · **; Requirements**: · - 21-40years old · - basic communication sk ...
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Financial & Insurance Agent/ Representative
11 hours ago
Zest & Affiliates Kuala Lumpur, MalaysiaRESPONSIBILITIES · *To assist clients in financial needs analysis, financial planning decisions and risk mitigation · *To reach out prospective clients to build strong customer base · *To provide regular feedbacks on clients' changing needs · *To empowers individuals through mean ...
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Financial Intern
5 days ago
Wish Team Advisory Petaling Jaya, Malaysia**Job Scope** · **_ Research & Analysis_** · - Assist in analyzing financial data to forecast future trends. · - Study market dynamics, competitors, and latest industry trends. · - Prepare reports summarizing findings for senior consultants. · **_Client Interaction & Support_** · ...
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Financial Specialist
1 week ago
CBRE Petaling Jaya, MalaysiaPosted- 16-Feb-2024- Service line- GWS Segment- Role type- Full-time- Areas of Interest- Accounting/Finance- Location(s)- Petaling Jaya - Selangor - Malaysia**JOB SUMMARY** · Working under close supervision, conducts and documents simple to moderate standard financial analysis an ...
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Technical Sales Manager
3 days ago
Brandt International Sdn Bhd Subang Jaya, Malaysia**Roles & Responsibilities**: · - Personal safe work practices and promotion of Operational Excellence (OE) principles in fulfillment of all duties. · - Monitor regional market intelligence, regularly identify industry trends / competitive activity for use by the management team. ...
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Manager (Md's Office)
1 week ago
City University Malaysia Petaling Jaya, MalaysiaWork hand in hand with the Managing Director to develop and implement the organization's strategic goals and objectives. Assist in formulating business plans, budgets, and performance targets. · - Provide high-level support to the Managing Director in making critical business dec ...
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Brand Representative
1 week ago
JDG Solutions Petaling Jaya, MalaysiaWe are looking for a **Brand Representative** to join our team and help our organization develop fundraising programs to meet our fundraising goals throughout the year. · Brand representative responsibilities include recruiting sponsors and volunteers, leading promotional activit ...
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KPMG Petaling Jaya, MalaysiaSA - Financial Management (Finance Transformation) · **Grade**: · Experienced · **Department**: · Financial Management (Management Consulting) · **Descriptions**: · KPMG Malaysia Financial Management practice provides support to organisations with the goal to improve the effectiv ...
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Brand Representative
2 days ago
JDG Solutions Petaling Jaya, MalaysiaWe are looking for a **Brand Representative** to join our team and help our organization develop fundraising programs to meet our fundraising goals throughout the year. · Brand representative responsibilities include recruiting sponsors and volunteers, leading promotional activit ...
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Fundraiser Representative
4 days ago
JDG Solutions Petaling Jaya, MalaysiaJob Description: · We are looking for a Fundraiser Representative to join our team and help our organization develop fundraising programs to meet our fundraising goals throughout the year. · Fundraiser responsibilities include recruiting sponsors and volunteers, leading promotion ...
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Project Accountant
1 week ago
NEXTDC Petaling Jaya, Malaysia**Company Description** · At NEXTDC we have been building the heart of Australia's high-tech future. We design, build and operate world class, next generation data centres, using cutting edge, environmentally efficient infrastructure to service the broad requirements of local and ...
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ERP Assurance Consultant
2 days ago
Novartis Petaling Jaya, Malaysia390876BR · **ERP Assurance Consultant**: · Malaysia · **About the role** · Location: Malaysia · About this role: Novartis being a public company and SEC registrant has established internal control system in order to provide reasonable assurance to the Group's management and Board ...
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ERP Assurance Manager
2 days ago
Novartis Petaling Jaya, Malaysia390879BR · **ERP Assurance Manager**: · Malaysia · **About the role** · **Location**: Malaysia · **About this role**: Novartis being a public company and SEC registrant has established internal control system in order to provide reasonable assurance to the Group's management and ...
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Manager, Customer Service
1 week ago
Malacca Securities Sdn Bhd Subang Jaya, Malaysia1. Team Leadership and Management: · - Lead, motivate, and mentor a team of customer service representatives to ensure exceptional performance and professional growth. · - Conduct regular team meetings, provide coaching, feedback, and training to enhance team members' skills. · 2 ...
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QBE Petaling Jaya, MalaysiaPrimary Details · Time Type: Full time · Worker Type: Employee · Providing delivery of claims services, determining proper policy coverage to conclude, investigate, evaluate and negotiate assigned cases. Ensuring customer satisfaction and equitable solution to claims in accordanc ...
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Accounts Payable Analyst
1 day ago
Tec D Petaling Jaya, Malaysia**Job Purpose**: · - Drives and provides financial support in the Purchase to Pay processes for the APJ TD SYNNEX's front and back office organizations. · - At financial level, the employee's duties include: · - Collection, validation and posting of Invoices and Credit Memos issu ...
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General Manager
2 days ago
Nala Groups Petaling Jaya, MalaysiaResponsible to create an environment and culture that focus on fulfilling the company's mission, vision, and values; · - Accountable for the operational management of all business departments and project operations. - Responsible to develop business prospects by studying economic ...
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QBE Insurance Petaling Jaya, Malaysia**Primary Details** · Time Type: Full time · Worker Type: Employee · Providing delivery of claims services, determining proper policy coverage to conclude, investigate, evaluate and negotiate assigned cases. Ensuring customer satisfaction and equitable solution to claims in accor ...
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Sales Director
1 week ago
Tec D Petaling Jaya, Malaysia**Job Purpose**: · Plans and directs sales activities including managing the country's sales representatives to achieve target revenue and profitability set by the company. Establishes and maintains positive relationships with customers and suppliers to better align with their re ...
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Sales Executive
1 week ago
My Events Sdn Bhd Petaling Jaya, MalaysiaConduct market research to identify selling possibilities and evaluate customer needs · - Actively seek out new sales opportunities through cold calling, networking and social media · - Set up meetings with potential clients and listen to their wishes and concerns · - Prepare and ...
Financial Representative - Petaling Jaya, Malaysia, Selangor - Baebis World Sdn. Bhd
6 days ago