Wealth Investment Bank Consultant

Date PostedJune 10, 2026LocationKlang Valley, Perak, Pahang, Terengganu, Kelantan, Kedah, Pulau Pinang, Sabah, Sarawak, Johor, Negeri Sembilan, MelakaCompanyTWY Search International Sdn BhdSalaryRM 3000 - 4900TypeFull-Time

Job Summary

This is a full-time bank placement role for fresh graduates. You will provide financial consultation and promote banking products to walk-in and database clients. Training is provided to ensure you deliver excellent customer service and sales performance.

Responsibilities

  • Assess customer financial needs
  • Provide wealth product consultation
  • Promote banking products via database
  • Maintain high service standards

Required Skills

  • Fresh graduates welcome
  • Min SPM (5 passes)
  • Diploma or Degree preferred
  • Sales and service oriented

Job Details

Job Responsibilities: - Understanding customer's financial needs and concerns. 了解客户的财务需求和关切。 - Provide right consultation to client's financial needs and other wealth products. 根据客户的财务需求及其他财富产品,提供合适的咨询建议。 - Focus on the walk-in customers and tap on into the bank’s database to promote banking products to the clients. 专注于临柜客户,并利用银行的数据库向客户推广银行产品。 - Deliver best sales practice and provide excellent customer service. Requirements: - Fresh Graduates are welcome to apply. - Minimum SPM with 5 passes, preferably Diploma or Degree. - Completed Diploma or Degree program.