Financial Sales

**Title: Junior Sales Associate (Full Time)** **Company Description** CAP 1 Financial Group (CFG) is a Venture Management & Private Equity company headquartered in Singapore and holds a Capital Markets Services licence (CMS No.100968) regulated by Monetary Authority of Singapore. She has subsidiaries in Thailand and China and has been issued Qualified...

**Position Overview**: At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the...

1)Provide service to clients’ changing financial needs by promoting our products and services. 2) Create and maintain good rapport with clients by offering good quality services for repeat business and referrals 3) Conduct in-depth reviews of clients’ financial plan, current provision and future aims and assist customer in choosing the right financial...

**Responsibilities**: - Communicate with clients to assess their financial situation to present right and suitable financial plan. - Develop and reaching out to potential prospective clients and building a strong customer base. - Follow up with clients on plans, track successes and inform about any modifications. - Identifying and evaluating new financial...

We are looking for a dedicated personality to join our big family as a Financial Sales Executive. You will be responsible for serving customers with professional knowledge and products that are provided by the company. What is your role: - **推广公司产品和服务,寻找和开发客户群** Promoting and cross selling company products and services,...

**JOB RESPONSIBILITIES** - Maintain all the necessary reporting to the banks and backup system reports - Maintain the company bank balance and remain cognizant of outstanding checks - Approve invoices that need to be paid - Read and review any documentation attached to checks for approval and accuracy sake - Make sure all financial statements and tables are...

Responsible for marketing **banking products **at bank branches - To build relationships with bank customers for up selling and **providing professional personal financial advisory services**: - Engage in sales and marketing event at the bank. - Provide follow up on the policy servicing services to customer, i.e. payment mode, change in plans, trustee...

Meeting with clients. Offering specialized financial guidance and advice. - Completing financial needs analyses. Creating and explaining customized plans. - Utilizing knowledge of tax investment strategies. - Assessing clients' financial portfolios. Analyzing clients' risk. - Encouraging clients to invest in the future Echelon Consulting Group ( ECG ) exists...

SPM/STPM with 3 years working experience; or Diploma Holder with < 1 year experience Bank Financial Executive Help Bank customers to financially plan for their future through wealth protection, accumulation, and distribution. Job Description **Sell and promote bancassurance products and identify customer segments for new sales ** Perform prospecting and...

**Job Summary**: - Incumbent required to work at bank and promoting bank product to customers. **Responsibilities**: - Potential Full-Time Employment Placement with Bank. - Understanding customer's financial needs and concerns. - Provide right consultation to client's financial needs and other wealth products. - To proactively manage and build long-term...

If you are looking to excel and make a difference, take a closer look at us Job Responsibilities: - Solicit leads via referrals and cold calls for sales via marketing visits, telemarketing, launches, road show and any other sales activities to achieve sales targets. - To actively cross selling Banking/Financial products. - Build rapport and relationship...

CONSUMER FINANCIAL SERVICES (CFS) The Group Consumer Financial Services (GCFS) is all about helping consumers get what they want from life. It’s a broad ambition. So, the team offer an equally wide range of services. From branch to premier banking and everything in-between. That’s a lot to get your teeth into and many career paths to follow. And you’ll...

**To be Sales Professionals with CIMB Bank** Embark on a professional journey with CIMB Bank! We're on the lookout for energy person to fill roles as **Assistant Sales Manager **and **Personal Financial Advisor.** **Responsibilities**: - Achieve sales targets for personal loans and credit cards. - Facilitate loan disbursements and secure credit card...

Help Bank customers to financially plan for their future through wealth protection, accumulation, and distribution. - 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 -...

**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...

**To be Sales Professionals with CIMB Bank** Embark on a professional journey with CIMB Bank! We're on the lookout for energy person to fill roles as **Assistant Sales Manager **and **Personal Financial Advisor.** **Responsibilities**: - Achieve sales targets for personal loans and credit cards. - Facilitate loan disbursements and secure credit card...

**To be Sales Professionals with CIMB Bank** Embark on a professional journey with CIMB Bank! We're on the lookout for energy person to fill roles as **Assistant Sales Manager **and **Personal Financial Advisor.** **Responsibilities**: - Achieve sales targets for personal loans and credit cards. - Facilitate loan disbursements and secure credit card...

At FirstWorks Group, our mission is to bring the best jobs to talents from all across Asia. **Position: Banking Financial Executive (Fresh Graduates / Non-Financial Background)** **Company: (Informed once shortlisted)** **Working days & hours depends on bank branch.** **Probation period: 3 months** - Promote Bancassurance. - Engage and assist bank...

**Company background**: Multinational Financial Company **Location**: Johor **Headcount**: Multiple headcount for Various Johor Branches **Who we are looking at?** - Bachelor Degree Fresher - completed with certificate/University Letter - Diploma level and above - with relevant sales experience - Willing to take & ensure passing of Insurance related...

If you are looking to excel and make a difference, take a closer look at us - Key Responsibilities and Accountabilities - Functional (job responsibilities) - Generate and qualify leads from internal and external lists to achieve acquisition goals - Source and develop client referrals to achieve acquisition goals - Develop sales proposal and customize by...