Hiring.Camp

Personal Financial Consultant

AFFIN CAREERS

·

Feb 20, 2026

Location
Genting Permai, Malaysia
Type
Full-time
Department
Finance
Experience
2+ years
Source
Workday

Description

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.

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.

 

Skills

ComplianceCustomer ServiceHousekeeping

Similar Jobs

30

Personal Financial Consultant

Ocbc · MAL-KL Main Br, Malaysia · Onsite

2 weeks ago

Personal Financial Consultant

Rhb · Jalan Burma Branch, Malaysia

3 weeks ago

Personal Financial Consultant

Ocbc · MAL-Sibu Br, Malaysia · Onsite

3 weeks ago

Personal Financial Consultant

Ocbc · MAL-Sibu Br, Malaysia · Onsite

3 weeks ago

Personal Financial Consultant

Ocbc · MAL-Muar Br, Malaysia · Onsite

1 month ago

Personal Financial Consultant

Ocbc · MAL-Ampang Br, Malaysia · Hybrid

1 month ago

Personal Financial Consultant

Ocbc · MAL-Segamat Br, Malaysia · Onsite

1 month ago

Personal Financial Consultant

Rhb · Ipoh Garden Branch, Malaysia

1 month ago

Personal Financial Consultant

Rhb · Batu Kawah, Kuching Branch, Malaysia

1 month ago

Personal Financial Consultant

Rhb · Jalan Tun H.S Lee - Level G, Malaysia

1 month ago

Personal Financial Consultant

Ocbc · MAL-Bt Mertajam Br, Malaysia · Onsite

2 months ago

Personal Financial Consultant

Rhb · Mid Valley Branch, Malaysia

2 months ago

Personal Financial Consultant

Rhb · Jalan Niaga Shah Alam Branch, Malaysia

2 months ago

Personal Financial Consultant

Rhb · Tanjung Sepat Branch, Malaysia

2 months ago

Personal Financial Consultant

Rhb · Seremban Branch, Malaysia

2 months ago

Personal Financial Consultant

Rhb · Taman Molek Branch, Malaysia

2 months ago

Personal Financial Consultant

Rhb · Eco Majestic, Semenyih Branch, Malaysia

3 months ago

Personal Financial Consultant

Rhb · Taman Setia Tropika Branch, Malaysia

3 months ago

Personal Financial Consultant

Ocbc · MAL-Subang Jaya Br, Malaysia · Onsite

3 months ago

Personal Financial Consultant

Ocbc · MAL-Penang Br, Malaysia · Onsite

3 months ago

Personal Financial Consultant

Rhb · Senai Branch, Malaysia

3 months ago

Personal Financial Consultant

Rhb · CBBC - Klang, Malaysia

3 months ago

Personal Financial Consultant

Rhb · Jalan Kulas, Kuching Branch, Malaysia

3 months ago

Personal Financial Consultant

Ocbc · Macao

3 months ago

Personal Financial Consultant

Rhb · Padang Serai Branch, Malaysia

3 months ago

Personal Financial Consultant

Rhb · Taman Connaught Branch, Malaysia

3 months ago

Personal Financial Consultant

Rhb · Taiping Branch, Malaysia

3 months ago

Personal Financial Consultant

Ocbc · MAL-Batu Pahat Br, Malaysia · Onsite

3 months ago

Personal Financial Consultant

Rhb · Taman Semarak, Kulim Branch, Malaysia

3 months ago

Personal Financial Consultant

Ocbc · MAL-Cheras Br, Malaysia · Onsite

3 months ago