Sales Planning & Activities Prepare and proactively execute sales plans for prospective customers sourced from the Bank’s leads (LMS) and self-generated leads.Actively participate and collaborate with other sales personn…
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WPP SSC MY | [Japanese Speaker] Senior Analyst - Masterdata
Petaling Jaya, Selangor, Malaysia · Hybrid
Mid level
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Nestlé
Business Unit Controller (Purina Petcare, MYSG)
Petaling Jaya, Selangor, Malaysia · On-site
Senior+
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Job title: In Market Contract Specialist Location: Petaling Jaya, KL Hub, MalaysiaHiring Manager: Reporting to the In-Market Contract Services Team Lead South Asia & India South Korea & Australia & Japan About Sanofi: We…
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Full-time
bachelor degree, professional certificate
Posted 4d ago
Apply by Oct 31
~40 hrs/week
Responsibilities
The Senior Relationship Manager is responsible for executing sales plans, acquiring new customers, and managing existing investment portfolios to grow Assets Under Management. They must also collaborate with branch teams to drive sales campaigns while ensuring full compliance with bank policies and ethical standards.
Requirements
Candidates must hold a degree and possess a Certified Financial Planner (CFP) designation along with valid FIMM, PCE, CEILI, and IPPC licenses. A minimum of 2 years of sales experience in wealth management or banking products is required, complemented by strong interpersonal and communication skills.
Full job description
Sales Planning & Activities
Prepare and proactively execute sales plans for prospective customers sourced from the Bank’s leads (LMS) and self-generated leads.
Actively participate and collaborate with other sales personnel at PBC/branch/region levels on sales activities and campaigns for customer acquisition and retention.
Provide investment and wealth advisory services to customers, including portfolio management support.
Conduct periodic reviews of customers’ investment portfolios to grow Assets Under Management (AUM).
Identify and plan cross-selling and up-selling opportunities to increase customers’ PHR and overall revenue.
We are a multinational regional financial services provider that is committed to deliver complete solutions to our clients through differentiated segment offerings and an ecosystem that supports simple, fast and seamless customer experience, underpinned by cohesive and inspired workforce and relationship built with stakeholders
Headquartered and listed in Malaysia, RHB Banking Group is the longest established local bank, formed though the mergers of several banks, the oldest of which was founded in 1913. RHB Banking Group and its subsidiaries provide a full range of services ranging from retail banking, business banking, corporate and investment banking, Islamic banking, transaction banking to treasury, insurance, asset management, private equity and stockbroking services.
TOGETHER WE PROGRESS
Our strong heritage is the foundation of our commitment to continue serving the community. For over a 100 years, we have been helping people and businesses grow and succeed, and will continue to do so.
Our experience gives us an in-depth understanding of the needs of our customers and partners, inspiring us to constantly innovate and improve to serve them better. With their unending support, we have established ourselves with a strong footprint throughout Malaysia and we are now present in 9 other countries across the ASEAN region.
We hope our legacy and pursuit for excellence continues as we tirelessly cultivate and nurture the next generation through our actions and words, preparing a brighter future ahead.
We thank those who believe in us and welcome everyone to join us on our exciting journey of progress. The time has come for us to move forward in unison, to realise our greater potential together. Our new brand promise "Together We Progress” honours our past, celebrates the present and welcomes the future.
We invite you to join us as we work towards a better and brighter future for all.
Offices: Jalan Tun Razak, Kuala Lumpur, Kuala Lumpur 50400, MY
How many Finance & Accounting jobs are open in Petaling Jaya, Malaysia right now?
There are currently 451 open finance & accounting positions in Petaling Jaya, Malaysia listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Finance & Accounting roles in Petaling Jaya, Malaysia?
Companies currently hiring include BJAK, MVC Resources, Grab, Hong Leong Bank Berhad, Citi, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Finance & Accounting jobs in Petaling Jaya, Malaysia?
Yes — 162 of the 451 open finance & accounting positions offer remote or hybrid work (2 remote, 160 hybrid).
How do I apply for Finance & Accounting jobs in Petaling Jaya, Malaysia?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.