Senior Financial Services Consultant

1 week ago

Kuching, Sarawak, Malaysia Alliance Bank Malaysia Berhad Full time
  • To foster a healthy relationship with branch staffs and Branch Manager, in order to have referrals.
  • To focus on the walk-in customers and tap on the bank's database to cross-sell bancassurance products to the clients.
  • To pro-actively communicate with the branch staffs about the products and services offered.
  • To be part of the branch's team and work with Relationship Manager to increase insurance sales penetration to PB/AP clients
  • Mobile in sales to meet clients
  • Obtain business resources from referral and leads
  • Perform entire sales process
  • Perform after sales servicing
  • Establish & strengthen customer relationships
  • To meet sales target set by the Bank
  • To maintain good rapport/relationships with customers and branch staffs to ensure effective liaison, coordination and efficiency of operations.

Sales Management

  • To achieve the target percentage of successful closure as stated by the Business
  • To conduct fact find, insurance need analysis for clients and ensure prompt advise and solutions are offered to clients
  • To work as a team in generating ideas and action plans on how to increase the activity and sale of insurance products
  • Knowledgeable in the Bank's products including features, benefits, promotional campaigns, and procedures.
  • To provides personal financial advisory services to prospective customers.
  • To maintain given persistency and cooling off ratios

Customer Management

  • To ensure that customer enquiries are promptly attended to within TAT.
  • To ensure a systematic review process for existing policyholders
  • To provide regular feedback on issues pertaining to latest development in the market place and customers' changing needs and requirements.

Compliance

  • To comply with all applicable money laundering prevention procedures and in particular, report any suspicious activity to the Transaction Monitoring Unit.
  • To ensure compliance with all regulations and controls as set by the Bank and external regulatory

authorities.

  • To ensure proper sales compliance and no mis-selling
  • Ensure fulfilment of CPD hours for renewal of licenses.

Skills

  • Sales and achievement-oriented with positive mindset and a good team-player.
  • Self-motivated and results driven
  • Energetic and independent
  • Excellent interpersonal and communication skills with multi-lingual ability.
  • Mobile individual preferably with own transport
  • Able to work beyond normal office hours and weekends
  • Able to work independently and strong self-motivation.

Knowledge

  • Knowledge of insurance products and possess insurance certificate like PCE (A,B and C) and / or CEILI License are an added advantage

Experience

  • At least 1-3 years of sales experience in financial services

  • Civil & Structure Graduate Engineer

    1 day ago

    Kuching, Sarawak, Malaysia Y.H. Engineering Consultant Full time

    JOB TITLE : CIVIL AND STRUCTURAL GRADUATE ENGINEERY.H. Engineering Consultant is a civil and structural engineering consultancy firm based in Kuching, Sarawak, Malaysia. We provide professional engineering consultancy services to our clients, focusing on civil engineering design, structural analysis, and project management. For inquiries, please contact us...

  • Financial Controller/Finance Director

    3 days ago

    Kuching, Sarawak, Malaysia Cahya Mata Full time

    Cahya Mata Group is a diversified Malaysian conglomerate with strong positions across industrial, manufacturing, and infrastructure-related businesses. As part of our continued focus on performance, governance, and value creation, we are seeking a Chief Financial Officer (CFO) at SBU level to provide strong financial leadership and business partnership.About...

  • Senior Project Executive

    1 week ago

    Kuching, Sarawak, Malaysia Interhill Property Development Sdn. Bhd. Full time

    The Senior Project Executive / Project Executive is responsible for assisting in the full spectrum of property development activities — from feasibility and design coordination to project implementation and handover. This role ensures that residential, commercial, and mixed-use development projects are executed efficiently, within approved budgets,...

  • Financial Executive

    2 weeks ago

    Kuching, Sarawak, Malaysia J-Recruit Recruitment Agency Full time

    ResponsibilitiesSell and promote bancassurance products and identify customer segments for new salesPerform prospecting and cold calls to engage with potential prospects for salesParticipate in sales and marketing events to acquire new customersBuild business relationships with customers to strengthen rapport for up-selling activitiesProvide financial advice...

  • Senior Content Analyst

    5 days ago

    Kuching, Sarawak, Malaysia LSEG Full time

    Role ProfileThe London Stock Exchange Group (LSEG) is a leading provider of business and financial information on public and private companies globally. The Sustainable Investment data operations team provides Environmental, Social, and Governance (ESG) data that is designed to measure the performance of companies demonstrating specific ESG practices.We are...

  • Senior Content Analyst

    1 day ago

    Kuching, Sarawak, Malaysia LSEG Full time

    Role ProfileThe London Stock Exchange Group (LSEG) is a leading provider of business and financial information on public and private companies globally. The Sustainable Investment data operations team provides Environmental, Social, and Governance (ESG) data that is designed to measure the performance of companies demonstrating specific ESG practices.We are...

  • tax assistant/semi-senior

    1 week ago

    Kuching, Sarawak, Malaysia FELIX WONG & CO Full time

    About usWe are an established firm of chartered accountants based in Kuching. We are currently expanding our business and would like to invite potential candidates to join us as TAX SEMI-SENIOR / SENIOR.Qualifications & experienceMinimum 1 to 3 years of relevant experiencesMinimum qualification of Diploma or Bachelor's Degree in Accounting and/or...

  • Private Wealth Consultant

    1 day ago

    Kuching, Sarawak, Malaysia New Heart Network (NHN) Agency Full time

    Job Responsibilities:Attend meetings, seminars, and training programs to stay updated on new financial products and servicesCalculate premiums and establish suitable payment methods for clientsMaintain accurate bookkeeping systems, databases, and client recordsMonitor insurance claims and assist clients in settling them efficientlyCustomize insurance...

  • Accountant/ Senior Accountant

    2 weeks ago

    Kuching, Sarawak, Malaysia Interhill Group of Companies Full time

    To oversee accounting operations and ensure accurate, timely, and compliant financial reporting for assigned business entities. This role supervises accounting staff, strengthens financial control, and supports management with analysis, forecasting, and decision-making insights.Key Responsibilities1. Financial Management & Reportinga. Manage the full...

  • Accountant/ Senior Accountant

    2 weeks ago

    Kuching, Sarawak, Malaysia Unique Harvests Sdn. Bhd. Full time

    1.     Financial Management & Reportinga.     Manage the full spectrum of accounting functions (GL, AR, AP, reporting).b.     Review monthly management accounts and financial analysis.c.      Ensure compliance with MPERS, internal accounting policies, and reporting deadlines.2.     Budgeting & Forecastinga.     Lead the annual...