Financial Investment Banker

Date PostedJune 5, 2026LocationKlang Valley, Perak, Pahang, Terengganu, Kelantan, Kedah, Pulau Pinang, Sabah, Sarawak, Johor, Negeri Sembilan, MelakaCompanyTWY Search International Sdn BhdSalaryRM 3000 - 5000TypeFull-Time

Job Summary

This position involves identifying and addressing the financial needs of customers by providing expert consultation on various wealth products. The role focuses on leveraging walk-in traffic and the bank's database to effectively promote banking solutions. Candidates will be responsible for maintaining high standards of sales practice and delivering excellent customer service.

Responsibilities

  • Assess customer financial needs
  • Consult on wealth management products
  • Promote bank products via database/walk-ins
  • Ensure high-quality customer service

Required Skills

  • Sales experience in Financial Industry
  • Communication skills
  • Customer service orientation
  • SPM/Diploma/Degree qualification

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. 贯彻最佳销售实践,提供卓越的客户服务 Requirements: - Fresh Graduates are welcome to apply. - Minimum SPM with 5 passes, preferably Diploma or Degree. - Preferably 1 to 3 years of experience in sales in the Financial Industry.