Job Summary** The Personal Banker - Bancassurance is responsible for building and maintaining strong customer relationships, identifying financial needs, and cross-selling bancassurance products to achieve sales targets …
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Marriott International Hotels, Inc.
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Kuala Lumpur, Kuala Lumpur, Malaysia · On-site
Mid level
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Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
Full-time
bachelor degree, professional certificate
Posted 1d ago
~40 hrs/week
Responsibilities
The Personal Banker is responsible for building customer relationships and identifying financial needs to cross-sell bancassurance products. They must achieve sales targets while providing professional advice on wealth management and investment solutions.
Requirements
Candidates must hold a Bachelor's degree in a relevant field and possess at least 2 years of experience in sales within the financial services sector. Mandatory requirements include holding relevant insurance licenses such as PCE, CEILI, and TBE.
Full job description
Job Summary
The Personal Banker - Bancassurance is responsible for building and maintaining strong customer relationships, identifying financial needs, and cross-selling bancassurance products to achieve sales targets and enhance customer value.
Job Responsibilities
Proactively engage with existing and potential customers to identify their financial needs and provide suitable bancassurance product solutions (e.g., life insurance, general insurance, unit trusts). Achieve individual and team sales targets for bancassurance products, ensuring compliance with all regulatory requirements and internal policies. Conduct financial needs analysis and provide professional advice to customers on wealth management, protection, and investment products. Build and maintain a robust customer portfolio, ensuring high levels of customer satisfaction and retention. Process bancassurance product applications accurately and efficiently, adhering to established service level agreements. Collaborate with other bank departments to leverage cross-selling opportunities and provide holistic financial solutions to customers. Stay updated on market trends, product knowledge, and regulatory changes within the bancassurance industry. Handle customer inquiries, complaints, and service requests related to bancassurance products in a timely and professional manner. * Participate in training programs and workshops to enhance product knowledge and sales skills.
Job Qualifications**
Bachelor's Degree in Business, Finance, Marketing, or a related field. Minimum of 2 years of experience in sales, preferably in banking, insurance, or financial services. Possession of relevant insurance licenses (e.g., PCE, CEILI, TBE) is mandatory. Proven track record of achieving sales targets. Strong interpersonal and communication skills, with the ability to build rapport with diverse customer segments. Excellent negotiation and presentation skills. Customer-centric mindset with a passion for helping clients achieve their financial goals. Ability to work independently and as part of a team in a fast-paced environment. * Proficiency in Microsoft Office Suite.
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 Sales jobs are open in Kuala Lumpur, Malaysia right now?
There are currently 907 open sales positions in Kuala Lumpur, Malaysia listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Sales roles in Kuala Lumpur, Malaysia?
Companies currently hiring include CIMB BANK BERHAD, Hong Leong Bank Berhad, Marriott International Hotels, Inc., Concentrix, Cartrack, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Sales jobs in Kuala Lumpur, Malaysia?
Yes — 164 of the 907 open sales positions offer remote or hybrid work (24 remote, 140 hybrid).
How do I apply for Sales jobs in Kuala Lumpur, 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.