Financial Planner

1 week ago


Kuala Lumpur, Malaysia PUBLIC BANK BERHAD Full time

**Responsibilities**:

- Sell and promote bancassurance products and identify customer segments for new sales.
- Perform prospecting and cold calls to engage with potential customers for sales.
- Participate in sales and marketing events to acquire new customers.
- Establish business relationships with customers to strengthen rapport for up-selling activities.
- Provide financial advice and follow up service on policy matters to customers.

**Requirements**:

- Proven experience as financial planner or similar role; experience in sales or customer service is an asset.
- SPM/Diploma/Degree holder with at least 1 year experience welcome to apply.
- Customer-oriented attitude.
- Outstanding communication skills, with the ability to foster long-term relationships.


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