Position Detail
Personal Financial Advisor I Bank MY-0519-055;
Posting Date : 21 May 2019 | Closing Date :19 Aug 2019
Industry Specialization : Banking / Financial Services / Stockbroking
Type of Employment : Permanent
Minimum Experience : Fresher
Work Location : Malaysia

Job responsibilities:

  • To achieve sales/revenue target assigned by the Bank and contribute towards the achievement of the overall branch targets.
  • To promote and professionally sell Unit Trust and Banca products to existing and potential customers.
  • To maintain regular contacts with customers to develop relationship for higher share of customers wallet.
  • Participate in branch/region/Bank sales activities and campaigns to achieve deliverables.
  • Prepare and pro-actively execute sales plan, perform account opening, cross selling, up selling and engagement with customers for retention and referrals.


Job requirements:

  • Fresh graduates are welcome.
  • Possess strong interest in financial planning and investment, and passionate about sales.
  • Experience in banking and/or sales is an added advantage.


ONLY shortlisted candidate will be notified.


If interested, please email resume to passion12@achievegroup.asia and bernice.chai@achievegroup.asia.



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