Takaful Specialist, Wealth Management, Consumer

6 months ago


Shah Alam, Malaysia MBSB Full time

Job Responsibilities
- Drive sales and formulate action plans to achieve sales target.
- Conduct presentations and provide consultations / proposals to potential clients in meeting their business and operational needs.
- Build and foster long term and profitable relationships by providing quality and professional customer service.
- Work closely with internal parties in planning new product launches to ensure it meets planned revenue and volume projections.
- Proactively sell company products primarily for wealth management and deposits products.
- Provide referrals of other Bank’s products to relevant parties to ensure an optimal reach of customers and reach achievement of targets set.
- Handle account opening and customer’s inquiries on all products related matter.
- Provide advice on financial planning and perform other service functions, including navigator function, whenever required.
- Act as reference point for Wealth Management solutions and collaborate with other business units in doing sales of banks products to capitalize on the mutually rewarding business relationship.
- Act as customers’ single point of contact and handle relationship management
- Perform Know Your Customer/Customer Due Diligence for financial/non-financial transactions.
- Ensure high standard of customer service in line with the quality and standards set by the Bank

Job Requirements

**Years of experience**:

- Associate 1-3 years.
- Senior Associate 3-5 years.
- Advisor 5 years and above of relevant working experience in banking / financial related field, preferably in wealth management industry / Takaful Specialist.

**Must possess required licensed under MTA ( Malaysian Takaful Association )**:

- Bumi applicant: PCE + CEILI & TBE license.
- Non Bumi applicant: PCE + CEILI license.


  • Management Trainee

    6 months ago


    Shah Alam, Malaysia Mateen Group Full time

    **Role and responsibilities**: - To promote and professionally sell a wide range of insurance products to potential clients as on takaful financial, medical, income, children education, and retirement. - To provide professional advice on financial products based on customer needs. - To build strong client relationships to retain and grow the wealth of the...

  • Management Trainee

    6 months ago


    Shah Alam, Malaysia Mateen Group Full time

    **Role and responsibilities**: - To promote and professionally sell a wide range of insurance products to potential clients as on takaful financial, medical, income, children education, and retirement. - To provide professional advice on financial products based on customer needs. - To build strong client relationships to retain and grow the wealth of the...

  • Management Trainee

    6 months ago


    Shah Alam, Malaysia Mateen Group Full time

    **Role and responsibilities**: - To promote and professionally sell a wide range of insurance products to potential clients as on takaful financial, medical, income, children education, and retirement. - To provide professional advice on financial products based on customer needs. - To build strong client relationships to retain and grow the wealth of the...

  • Management Trainee

    6 months ago


    Shah Alam, Malaysia PRUDENTIAL BSN TAKAFUL BERHAD Full time

    **PELUANG KERJAYA BERSAMA PRUBSN TAKAFUL BERHAD** Kami sedang mencari calon-calon perunding takaful yang baru untuk menyertai Muqmeen Group - Prudential dan anda akan mendapat **Direct Coaching **dengan _practitioner_ yang sangat profesional dan berpengalaman. Anda boleh bermula sebagai **PART TIME** atau **FULL TIME**. Latihan dan Tunjuk Ajar disediakan...


  • Shah Alam, Malaysia Zulmona Resources (Agency) Full time

    Education - Minimum SPM but Diploma and above are preferred - All applicants will need to go through interviews Experience - Minimum 1 year working experience but Fresh Graduates can apply - Training provided by agency and company - Sharing awareness and do sales in takaful products - Servicing client's needs and claims with the assistance from Prudential -...

  • Junior Executive

    6 months ago


    Shah Alam, Malaysia Mateen Group Full time

    **Role and responsibilities**: - To promote and professionally sell a wide range of insurance products to potential clients as on takaful financial, medical, income, children education, and retirement. - To provide professional advice on financial products based on customer needs. - To build strong client relationships to retain and grow the wealth of the...


  • Shah Alam, Malaysia Worldwide Holdings Full time

    **JOB DESCRIPTIONS** - Assist superior in daily operations and administration of the insurance/takaful programs. - Support superior during the renewal process, and procurement of the Goup annual insurance/takaful program and to ensure such insurance/takaful program achieves value for money without compromising the adequacy of insurance/takaful coverage. -...

  • Takaful Advisor

    6 months ago


    Shah Alam, Malaysia SAR group Full time

    **Responsibilities** The role requires the Advisor to provide financial needs-based on advisory services on our Takaful products. You will need to provide exceptional customer service and be people-oriented as to develop long-term relationships with your clients. This is a full-time hybrid role. **Qualifications** - Minimum of a Bachelor's degree in...

  • Food Sevice Assistant

    6 months ago


    Shah Alam, Malaysia KPJ SELANGOR SPECIALIST Full time

    Consumer rights advisors aid consumers with complaints and provide advice and information on rights as a consumer after purchase of products or services. They monitor organisations to ensure compliance to consumer rights standards, and aid consumers in handling disputes. With 25 years in healthcare services, KPJ Selangor offers a full-fledged 184 bedded...

  • Management Trainee

    6 months ago


    Setia Alam, Malaysia Mateen Group Full time

    **Role and responsibilities**: - To promote and professionally sell a wide range of insurance products to potential clients as on takaful financial, medical, income, children education, and retirement. - To provide professional advice on financial products based on customer needs. - To build strong client relationships to retain and grow the wealth of the...

  • Management Trainee

    6 months ago


    Setia Alam, Malaysia Mateen Group Full time

    **Role and responsibilities**: - To promote and professionally sell a wide range of insurance products to potential clients as on takaful financial, medical, income, children education, and retirement. - To provide professional advice on financial products based on customer needs. - To build strong client relationships to retain and grow the wealth of the...


  • Setia Alam, Malaysia Zulmona Resources (Agency) Full time

    Education - Minimum SPM but Diploma and above are preferred - All applicants will need to go through interviews Experience - Minimum 1 year working experience but Fresh Graduates can apply - Training provided by agency and company - Sharing awareness and do sales in takaful products - Servicing client's needs and claims with the assistance from Prudential -...


  • Shah Alam, Malaysia MH UNITED AGENCY Full time

    **Sales & Marketing Specialist** Pengambilan SEGERA untuk bahagian pemasaran & jualan dalam bidang takaful & insuran. **Kelayakan**: - Pemegang diploma atau ijazah - Minima 1 tahun pengalaman dalam perbankan, kewangan, takaful, insuran, pewarisan harta & unit trust. Mereka tanpa pengalaman juga dialukan-alukan kerana latihan intensif disediakan - Bekas...

  • Takaful Manager

    6 months ago


    Setia Alam, Malaysia H&D Associates Consultancy Sdn Bhd Full time

    **Madinah Group (MG) **is a Premier Agency Leadership Corporation(PALC) affiliate of Prudential Assurance (M) Bhd and Prudential BSN Takaful Bhd. MG consists of 11 managers and 400 consultants working together under one brand name, Madinah Group. We provide consultation mainly on life insurance, investment, education plan, retirement plan, income protection,...

  • Product Specialist

    6 months ago


    Shah Alam, Malaysia Thermo Fisher Scientific Full time

    **Product Specialist (Life Science Consumables)** When you are a part of the team at Thermo Fisher Scientific, you will do important work. Surrounded by collaborative colleagues, you will have the support and opportunities that only a global leader can give you. Our respected, growing organization has an outstanding strategy for the near term and beyond....

  • Physiotherapist

    6 months ago


    Shah Alam, Malaysia KPJ SELANGOR SPECIALIST Full time

    Physiotherapists are autonomous health professionals who are responsible for developing, maintaining or restoring motor function and movement throughout the lifespan using evidence-based practice. They relieve pain and treat or prevent physical conditions associated with injury, disease or other impairments. Physiotherapists empower patients and their carers...


  • Shah Alam, Malaysia Prudential , Malaysia Full time

    **We are looking for internship students for the following fields**: - HR & Admin - Finances & Economics - Business & Marketing - Insurance & Takaful - ICT **Learning module outcome as below;** - Business management, database master using excel, marketing expert, communication skills, office management system. Location : Radia Residences, Mateen Group,...


  • Setia Alam, Malaysia H&D Associates Consultancy Sdn Bhd Full time

    **Madinah Group (MG) **is a Premier Agency Leadership Corporation(PALC) affiliate of Prudential Assurance (M) Bhd and Prudential BSN Takaful Bhd. MG consists of 11 managers and 400 consultants working together under one brand name, Madinah Group. We provide consultation mainly on life insurance, investment, education plan, retirement plan, income protection,...

  • Pruventure Executive

    6 months ago


    Shah Alam, Malaysia AL MUKMEEN ASSOCIATES SDN BHD Full time

    Insurance brokers promote, sell and provide advice on various insurance policies such as life insurance, health insurance, accident insurance and fire insurance to individuals and organisations. They also work as intermediaries between individuals or organisations and insurance companies, and negotiate the best insurance policies for their clients, arranging...


  • Shah Alam, Malaysia Glory HR Solutions Full time

    An established healthcare administration company is looking for a **Data Management Specialist (SQL Server)**. As a **Data Management Specialist (SQL Server), you will be responsible**: - Manages member data, collaborates with stakeholders, and ensures data integrity. - Designs ETL processes, maintains data accuracy, and writes SQL queries. - Creates...