Unit Trust Sales Representative at Public Bank Berhad

We are dedicated to helping our clients secure their financial futures by providing expert guidance and tailored investment solutions. Our team operates in a fast-paced environment where we prioritize building lasting relationships and delivering exceptional service. We are currently looking for passionate individuals to help us expand our reach and support our customers in achieving their long-term financial goals across Malaysia.

The role

We are looking for a Senior Unit Trust Sales Representative to join our team on a full-time, on-site basis. This position is perfect for someone who thrives in a dynamic setting and is eager to refine their sales and customer service expertise while helping clients navigate their investment options.

Core responsibilities

• Help clients define their investment objectives and recommend suitable unit trust products that align with their specific risk profiles.
• Promote a variety of financial planning services, including bancassurance, will writing, and deposit products, to support clients in reaching their financial milestones.
• Manage daily outreach by calling provided leads to secure consistent sales appointments and foster strong internal relationships to drive business referrals.

Skills and experience

To succeed in this role, you should be a result-oriented professional with a strong drive to excel in sales. We require the following qualifications:

• A minimum of an SPM qualification with at least five passes, including Bahasa Malaysia, combined with at least three years of professional experience.
• Previous experience in sales or customer service is highly valued, though we also encourage fresh diploma or degree holders to apply.
• A valid driver's license and access to your own transport, as travel is required for this position.
• Fluency in English to effectively communicate with our diverse client base.
• A proactive mindset and a willingness to participate in our comprehensive training programs covering product knowledge and sales techniques.

Compensation and benefits

We believe in rewarding our team members for their hard work and dedication. You will enjoy an attractive remuneration package and comprehensive employee benefits. Additionally, we provide excellent opportunities for career advancement within a vibrant and energetic workplace.

How to apply

If you are ready to take the next step in your career and help our clients achieve financial success, we would love to hear from you. Please submit your application to be considered for this opportunity.