Join us at AFFIN, where the open minds meet and be inspired by a shared commitment to great work. Here, you don’t just stay at the forefront of the industry – you can make a difference too.
Job Responsibilities:
• To be abreast with all STMKB’s Advisory Takaful Products and promote them to Affin customers. To perform sales and business activities.
• Drives personal Advisory Takaful production and formulate action plans to achieve personal production target.
• Builds and fosters long term and profitable relationship with customers and potential customers by providing excellent and professional customer service.
• Refers potential customers who may be interested and/or keen in AFFIN’s other products/services to relevant parties and ensure optimal achievements of set targets.
• Provides advice on financial planning and perform other service functions (i.e. carry out sales visits, prospecting and early engagements to generate leads).
• Acts as takaful’s single point of contact and cultivate excellent relationship with all parties.
• Performs “Know Your Customer” (KYC)/ Customer Due Diligence (CDD) for financial/non-financial transactions.
• Ensures high standards of customer service in line with the quality and standards set by Affin and STMKB.
• To generate own leads from walk-in customers, bank events, and personal contacts.
• Actively participate in the bank’s sales and promotion activities.
• Ensure sales and services rendered to customers are in compliant with internal and external policies, guideline as well as regulations.
Qualifications and Experience
• Certified with Takaful Basic Examination (TBE) for Family Takaful will be an added advantage.
• Preferably candidates with Bachelors’ degree in Finance/Banking Insurance with knowledge in some working/sales experience in Insurance/ Takaful.
Skills and Knowledge
• Open to all Malaysian citizens only.
• Fluent speaking of English & Bahasa Malaysia.
• Must be a team player, energetic and result oriented with a desire to achieve excellent service.
• Self-motivated and able to work independently with minimum supervision.
• Positive attitude and adaptable to changes in working environment.
• Team player and good interpersonal and problem-solving skills.
• Able to meet timeline & scope under work pressure.
• Strong marketing skills, with the ability to interpret complex financial information.
• Computer literacy at user level.
• Willing to travel.
• Sales driven and strong customer orientation with excellent communication, interpersonal and presentation skills.
Skills Required
- Certified with Takaful Basic Examination (TBE) for Family Takaful
- Bachelors' degree in Finance/Banking Insurance
- Sales experience in Insurance/Takaful
What We Do
Affin Hwang Investment Bank is a specialist investment banking group based in Malaysia. We deliver financial advice and execution across investment banking and securities to mid- to large-cap corporations, GLCs and wealth creators. We challenge the norm and find new ways to operate with clients and each other across our core businesses. We hire high-performing talent with a culture to support and enable individuals’ development. Our people come from a variety of backgrounds from the sciences and finance to the humanities and arts. Across these perspectives, we are one team, united by our Core Values of ITEP that are in line with our promise to "Out Think. Out Perform." for our clients. INTEGRITY "Honest. Trustworthy. Ethical." It is how we behave, wherever we are. TEAMWORK "Cooperation. Respect. Mutual Understanding." We cooperate and collaborate because we truly believe doing so creates the best outcomes. EXCELLENCE "Distinction. Quality. Right Attitude." What we do, we do at the highest level. PIONEERING "Creative. Open. Driven." We succeed through creativity and openness to new ideas and ways of work. We invite you to explore your opportunities here and at www.affinhwang.com/careers.
