Personal Financial Consultant (Nationwide)

Reposted 22 Hours Ago
Be an Early Applicant
11 Locations
In-Office
Junior
Fintech • Software • Financial Services
The Role
The Personal Financial Consultant will achieve assigned sales targets, process loan applications, ensure compliance, and provide exceptional customer service.
Summary Generated by Built In
Create your future with Affin! ​​You too can make a difference.

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 Description
ACCOUNTABILITIES
• Achieve PFC ASB Financing, Smart Money, Education Financing, Personal Financing, ASNB Variables, Bancassurance & Banca Takaful, Credit Card targets as assigned.
• Achieve branch business referral target as assigned.
• Execute sales plan and strategies to achieve the targets assigned.
• Scrutinize customers and applications to prevent fraud and losses.
• Processing and submission of new loan applications to Consumer Credit Department (CCD).
• Follow up with CCD for approval, acceptance and disbursement process.
• Consumer Operation Department (COD) for after sales services and credit related matters.
• Identify potential customers to cross sell the Bank’s products and services.
• Ensure compliance with statutory and regulatory requirements such as FSA, iFSA, PDPA, AMLA, PCT, FEA, FATCA, CRS etc.
• Provide exceptional customer service.
• Manage customer enquiries and complaints.
• Provide trainings/ briefing on products in BM’s absence.
• To lead the branch in promotional activities and campaigns for Loan, Wealth, Bancassurance and Takaful during BM’s absence.
• To manage and undertake ad-hoc assignments as assigned by Management from time to time.
• Social commitment activities involvement (CSR).
• To ensure highest standard of branch housekeeping and workstation.
REQUIREMENTS
• Bachelor’s Degree or Diploma in any relevant discipline.
• Minimum 2 years’ experience in sales and marketing for banking products.
• Possess relevant product licenses is an advantage.
• Possess strong sales and marketing acumen.
• Good communication and interpersonal skills.
• Able to work independently and in a team with minimal supervision.
• Proactive and possesses can-do attitude.
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Kuala Lumpur, Kuala Lumpur
645 Employees
Year Founded: 2014

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.

Similar Jobs

Motorola Solutions Logo Motorola Solutions

Senior Materials Planning Analyst

Artificial Intelligence • Hardware • Information Technology • Security • Software • Cybersecurity • Big Data Analytics
Hybrid
Penang, MYS

Motorola Solutions Logo Motorola Solutions

Software Engineer

Artificial Intelligence • Hardware • Information Technology • Security • Software • Cybersecurity • Big Data Analytics
Hybrid
Penang, MYS

Motorola Solutions Logo Motorola Solutions

Software Engineer

Artificial Intelligence • Hardware • Information Technology • Security • Software • Cybersecurity • Big Data Analytics
Hybrid
Penang, MYS

Motorola Solutions Logo Motorola Solutions

Senior Electrical Engineer

Artificial Intelligence • Hardware • Information Technology • Security • Software • Cybersecurity • Big Data Analytics
Hybrid
Penang, MYS

Similar Companies Hiring

Standard Template Labs Thumbnail
Software • Information Technology • Artificial Intelligence
New York, NY
10 Employees
PRIMA Thumbnail
Travel • Software • Marketing Tech • Hospitality • eCommerce
US
15 Employees
Rain Thumbnail
Web3 • Payments • Infrastructure as a Service (IaaS) • Fintech • Financial Services • Cryptocurrency • Blockchain
New York, NY
40 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account