Banking Jobs in Wp Kuala Lumpur - September 2026 - Urgent Hiring

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Undisclosed

Bandar Kuala Lumpur, WP Kuala Lumpur

Dekat Stesen Tren
  • Ensure accuracy, quality and timeliness of reporting to feedback results achieved and to highlight areas at risk to ensure sustainable growth. Accountable for Allianz Group Reporting including Value of New Business and IFRS17, modelling, experience studies, among other.
  • Prepare business plans to identify key risk areas and develop appropriate mitigation strategies to ensure sustainable growth.
  • Support organizational transformation by strengthening actuarial controls and processes to achieve target productivity. ...

Jadilah pemohon terawal!

Posted
15 days ago
job_search.high_opportunity_label
Undisclosed

Bandar Kuala Lumpur, WP Kuala Lumpur

Dekat Stesen Tren
  • Process and assess Major (Death, CI, TPD, Waiver claim) end to end
  • Able to identify and flag out potential suspected fraud/non-disclosure while assessing cases
  • Able to complete the end to end task within the Turn Around Time given accurately ...

Jadilah pemohon terawal!

Posted
15 days ago
Undisclosed

Bandar Kuala Lumpur, WP Kuala Lumpur

Dekat Stesen Tren
  • Process and assess Major (Death, CI, TPD, Waiver claim) end to end
  • Able to identify and flag out potential suspected fraud/non-disclosure while assessing cases
  • Able to complete the end to end task within the Turn Around Time given accurately ...

Jadilah pemohon terawal!

Posted
15 days ago
Undisclosed

Bandar Kuala Lumpur, WP Kuala Lumpur

Dekat Stesen Tren
  • Process and assess Major (Death, CI, TPD, Waiver claim) end to end
  • Able to identify and flag out potential suspected fraud/non-disclosure while assessing cases
  • Able to complete the end to end task within the Turn Around Time given accurately ...

Jadilah pemohon terawal!

Posted
15 days ago
job_search.high_opportunity_label
Undisclosed

Bandar Kuala Lumpur, WP Kuala Lumpur

Dekat Stesen Tren
  • Process and assess Major (Death, CI, TPD, Waiver claim) end to end
  • Able to identify and flag out potential suspected fraud/non-disclosure while assessing cases
  • Able to complete the end to end task within the Turn Around Time given accurately ...

Jadilah pemohon terawal!

Posted
15 days ago
Undisclosed

Bandar Kuala Lumpur, WP Kuala Lumpur

Dekat Stesen Tren
  • Responsible to perform Quality Assurance checks on Customer Service Associate’s calls and Support’s emails to ensure effectively meeting Quality Assurance guidelines and deliver high quality standards to serve the existing & potential customers and agents with the objective of achieving highest level of customer satisfaction.
  • Provides actionable data and feedback to Customer Service Associates/Team Leads and managers.
  • Accompany evaluations with meaningful and constructive feedback identify potential corrective or prevention actions to improve quality assurance. ...

Jadilah pemohon terawal!

Posted
15 days ago
Undisclosed

Bandar Kuala Lumpur, WP Kuala Lumpur

Dekat Stesen Tren
  • Responsible to perform Quality Assurance checks on Customer Service Associate’s calls and Support’s emails to ensure effectively meeting Quality Assurance guidelines and deliver high quality standards to serve the existing & potential customers and agents with the objective of achieving highest level of customer satisfaction.
  • Provides actionable data and feedback to Customer Service Associates/Team Leads and managers.
  • Accompany evaluations with meaningful and constructive feedback identify potential corrective or prevention actions to improve quality assurance. ...

Jadilah pemohon terawal!

Posted
15 days ago
Undisclosed

Bandar Kuala Lumpur, WP Kuala Lumpur

Dekat Stesen Tren
  • Responsible to perform Quality Assurance checks on Customer Service Associate’s calls and Support’s emails to ensure effectively meeting Quality Assurance guidelines and deliver high quality standards to serve the existing & potential customers and agents with the objective of achieving highest level of customer satisfaction.
  • Provides actionable data and feedback to Customer Service Associates/Team Leads and managers.
  • Accompany evaluations with meaningful and constructive feedback identify potential corrective or prevention actions to improve quality assurance. ...

Jadilah pemohon terawal!

Posted
15 days ago
Undisclosed

Bandar Kuala Lumpur, WP Kuala Lumpur

Dekat Stesen Tren
  • Responsible to perform Quality Assurance checks on Customer Service Associate’s calls and Support’s emails to ensure effectively meeting Quality Assurance guidelines and deliver high quality standards to serve the existing & potential customers and agents with the objective of achieving highest level of customer satisfaction.
  • Provides actionable data and feedback to Customer Service Associates/Team Leads and managers.
  • Accompany evaluations with meaningful and constructive feedback identify potential corrective or prevention actions to improve quality assurance. ...

Jadilah pemohon terawal!

Posted
15 days ago
Undisclosed

Bandar Kuala Lumpur, WP Kuala Lumpur

Dekat Stesen Tren
  • Prepare and maintain accurate sales reports, dashboards, and performance metrics using Excel and other reporting tools.
  • Record, produce and prepare statistics and information required by the management in relation to the preparation and production of the reports as well as produce simple performance-based reports.
  • Update and manage customer information, ensuring accuracy and completeness. ...

Jadilah pemohon terawal!

Posted
15 days ago
Undisclosed

Bandar Kuala Lumpur, WP Kuala Lumpur

Dekat Stesen Tren
  • Prepare and maintain accurate sales reports, dashboards, and performance metrics using Excel and other reporting tools.
  • Record, produce and prepare statistics and information required by the management in relation to the preparation and production of the reports as well as produce simple performance-based reports.
  • Update and manage customer information, ensuring accuracy and completeness. ...

Jadilah pemohon terawal!

Posted
15 days ago
Undisclosed

Bandar Kuala Lumpur, WP Kuala Lumpur

Dekat Stesen Tren
  • Prepare and maintain accurate sales reports, dashboards, and performance metrics using Excel and other reporting tools.
  • Record, produce and prepare statistics and information required by the management in relation to the preparation and production of the reports as well as produce simple performance-based reports.
  • Update and manage customer information, ensuring accuracy and completeness. ...

Jadilah pemohon terawal!

Posted
15 days ago
job_search.high_opportunity_label
Undisclosed

Bandar Kuala Lumpur, WP Kuala Lumpur

Dekat Stesen Tren
  • Prepare and maintain accurate sales reports, dashboards, and performance metrics using Excel and other reporting tools.
  • Record, produce and prepare statistics and information required by the management in relation to the preparation and production of the reports as well as produce simple performance-based reports.
  • Update and manage customer information, ensuring accuracy and completeness. ...

Jadilah pemohon terawal!

Posted
15 days ago
Undisclosed

Bandar Kuala Lumpur, WP Kuala Lumpur

Dekat Stesen Tren
  • Testing and Quality Assurance:Provide UI UAT testing support for system development initiatives, including SAT/OPUS development and product UATs.
  • Conduct User Acceptance Testing to validate system changes and ensure alignment with business requirements.
  • Campaign Management: Monitor campaign fulfillment to enhance customer satisfaction, maintain brand reputation, and optimize operational efficiency. ...

Jadilah pemohon terawal!

Posted
15 days ago
job_search.high_opportunity_label
Undisclosed

Bandar Kuala Lumpur, WP Kuala Lumpur

Dekat Stesen Tren
  • Testing and Quality Assurance:Provide UI UAT testing support for system development initiatives, including SAT/OPUS development and product UATs.
  • Conduct User Acceptance Testing to validate system changes and ensure alignment with business requirements.
  • Campaign Management: Monitor campaign fulfillment to enhance customer satisfaction, maintain brand reputation, and optimize operational efficiency. ...

Jadilah pemohon terawal!

Posted
15 days ago
Undisclosed

Bandar Kuala Lumpur, WP Kuala Lumpur

Dekat Stesen Tren
  • Testing and Quality Assurance:Provide UI UAT testing support for system development initiatives, including SAT/OPUS development and product UATs.
  • Conduct User Acceptance Testing to validate system changes and ensure alignment with business requirements.
  • Campaign Management: Monitor campaign fulfillment to enhance customer satisfaction, maintain brand reputation, and optimize operational efficiency. ...

Jadilah pemohon terawal!

Posted
15 days ago
job_search.high_opportunity_label
MYR2,000 - MYR3,000 Sebulan

Cheras (Kuala Lumpur), WP Kuala Lumpur

Dekat Stesen Tren
  • Analyze clients' financial statuses.
  • Examine and suggest financial opportunities.
  • Develop sound plans and budgets for clients. ...
Financial Planning Communication
+1

Jadilah pemohon terawal!

Posted
a month ago
MYR2,000 - MYR3,000 Sebulan

Cheras (Kuala Lumpur), WP Kuala Lumpur

Dekat Stesen Tren
  • Analyze clients' financial statuses.
  • Examine and suggest financial opportunities.
  • Develop sound plans and budgets for clients. ...
Financial Planning Communication
+1

Jadilah pemohon terawal!

Posted
a month ago
MYR2,000 - MYR3,000 Sebulan

Cheras (Kuala Lumpur), WP Kuala Lumpur

Dekat Stesen Tren
  • Analyze clients' financial statuses.
  • Examine and suggest financial opportunities.
  • Develop sound plans and budgets for clients. ...
Financial Planning Communication
+1

Jadilah pemohon terawal!

Posted
a month ago
MYR2,000 - MYR3,000 Sebulan

Cheras (Kuala Lumpur), WP Kuala Lumpur

Dekat Stesen Tren
  • Analyze clients' financial statuses.
  • Examine and suggest financial opportunities.
  • Develop sound plans and budgets for clients. ...
Financial Planning Communication
+1

Jadilah pemohon terawal!

Posted
a month ago
MYR2,000 - MYR3,000 Sebulan

Cheras (Kuala Lumpur), WP Kuala Lumpur

Dekat Stesen Tren
  • Analyze clients' financial statuses.
  • Examine and suggest financial opportunities.
  • Develop sound plans and budgets for clients. ...
Financial Planning Communication
+1

Jadilah pemohon terawal!

Posted
a month ago
MYR2,000 - MYR3,000 Sebulan

Cheras (Kuala Lumpur), WP Kuala Lumpur

Dekat Stesen Tren
  • Analyze clients' financial statuses.
  • Examine and suggest financial opportunities.
  • Develop sound plans and budgets for clients. ...
Financial Planning Communication
+1

Jadilah pemohon terawal!

Posted
a month ago
MYR2,000 - MYR3,000 Sebulan

Cheras (Kuala Lumpur), WP Kuala Lumpur

Dekat Stesen Tren
  • Analyze clients' financial statuses.
  • Examine and suggest financial opportunities.
  • Develop sound plans and budgets for clients. ...
Financial Planning Communication
+1

Jadilah pemohon terawal!

Posted
a month ago
Undisclosed

Cheras (Kuala Lumpur), WP Kuala Lumpur

Dekat Stesen Tren
  • Client Acquisition & Business GrowthIdentify, prospect, and engage potential clients through strategic networking, referrals, and targeted outreachDevelop and execute business development strategies to achieve sales targets and revenue growthBuild and manage a strong pipeline of qualified prospects2. Advisory & Sales ExecutionPresent, position, and recommend suitable financial products and solutions based on clients’ needs and objectivesConduct comprehensive financial needs analysis (protection, accumulation, preservation, and legacy planning)Customize proposals and deliver persuasive presentations to drive client decision-making and closure3. Relationship Management & Client RetentionBuild long-term, trust-based relationships with clients through consistent engagement and value-added advisoryProvide ongoing portfolio reviews and updates to ensure alignment with clients’ evolving financial goalsHandle client inquiries, concerns, and service requests in a timely and professional manner4. Market Intelligence & Strategic PositioningMonitor market trends, competitor offerings, and industry developments to identify new opportunitiesProvide insights and feedback to improve product positioning and client engagement strategiesIdentify niche segments and develop targeted approaches for market penetration5. Compliance & Regulatory AdherenceEnsure all sales and advisory activities comply with regulatory requirements and company policiesMaintain proper documentation and adhere to ethical selling practicesStay updated on financial regulations, compliance standards, and industry best practices6. Product Knowledge & Continuous LearningMaintain in-depth knowledge of financial products, including insurance, investment, estate planning, and wealth solutionsAttend training, workshops, and certifications to enhance advisory capabilitiesTranslate technical product knowledge into clear client-friendly explanations7. Collaboration & Stakeholder EngagementWork closely with internal teams (product, compliance, operations) to deliver seamless client solutionsCollaborate with specialists (e.g., estate planners, tax advisors) for complex casesSupport team initiatives, campaigns, and business development activities8. Reporting & Performance TrackingTrack and report sales activities, pipeline status, and performance metricsAnalyze conversion rates and client acquisition costs to improve effectivenessMaintain accurate client records in CRM systems
Sales Client Relationship Management
+1

Jadilah pemohon terawal!

Posted
a month ago
Undisclosed

Cheras (Kuala Lumpur), WP Kuala Lumpur

Dekat Stesen Tren
  • Client Acquisition & Business GrowthIdentify, prospect, and engage potential clients through strategic networking, referrals, and targeted outreachDevelop and execute business development strategies to achieve sales targets and revenue growthBuild and manage a strong pipeline of qualified prospects2. Advisory & Sales ExecutionPresent, position, and recommend suitable financial products and solutions based on clients’ needs and objectivesConduct comprehensive financial needs analysis (protection, accumulation, preservation, and legacy planning)Customize proposals and deliver persuasive presentations to drive client decision-making and closure3. Relationship Management & Client RetentionBuild long-term, trust-based relationships with clients through consistent engagement and value-added advisoryProvide ongoing portfolio reviews and updates to ensure alignment with clients’ evolving financial goalsHandle client inquiries, concerns, and service requests in a timely and professional manner4. Market Intelligence & Strategic PositioningMonitor market trends, competitor offerings, and industry developments to identify new opportunitiesProvide insights and feedback to improve product positioning and client engagement strategiesIdentify niche segments and develop targeted approaches for market penetration5. Compliance & Regulatory AdherenceEnsure all sales and advisory activities comply with regulatory requirements and company policiesMaintain proper documentation and adhere to ethical selling practicesStay updated on financial regulations, compliance standards, and industry best practices6. Product Knowledge & Continuous LearningMaintain in-depth knowledge of financial products, including insurance, investment, estate planning, and wealth solutionsAttend training, workshops, and certifications to enhance advisory capabilitiesTranslate technical product knowledge into clear client-friendly explanations7. Collaboration & Stakeholder EngagementWork closely with internal teams (product, compliance, operations) to deliver seamless client solutionsCollaborate with specialists (e.g., estate planners, tax advisors) for complex casesSupport team initiatives, campaigns, and business development activities8. Reporting & Performance TrackingTrack and report sales activities, pipeline status, and performance metricsAnalyze conversion rates and client acquisition costs to improve effectivenessMaintain accurate client records in CRM systems
Sales Client Relationship Management
+1

Jadilah pemohon terawal!

Posted
a month ago
Undisclosed

Cheras (Kuala Lumpur), WP Kuala Lumpur

Dekat Stesen Tren
  • Client Acquisition & Business GrowthIdentify, prospect, and engage potential clients through strategic networking, referrals, and targeted outreachDevelop and execute business development strategies to achieve sales targets and revenue growthBuild and manage a strong pipeline of qualified prospects2. Advisory & Sales ExecutionPresent, position, and recommend suitable financial products and solutions based on clients’ needs and objectivesConduct comprehensive financial needs analysis (protection, accumulation, preservation, and legacy planning)Customize proposals and deliver persuasive presentations to drive client decision-making and closure3. Relationship Management & Client RetentionBuild long-term, trust-based relationships with clients through consistent engagement and value-added advisoryProvide ongoing portfolio reviews and updates to ensure alignment with clients’ evolving financial goalsHandle client inquiries, concerns, and service requests in a timely and professional manner4. Market Intelligence & Strategic PositioningMonitor market trends, competitor offerings, and industry developments to identify new opportunitiesProvide insights and feedback to improve product positioning and client engagement strategiesIdentify niche segments and develop targeted approaches for market penetration5. Compliance & Regulatory AdherenceEnsure all sales and advisory activities comply with regulatory requirements and company policiesMaintain proper documentation and adhere to ethical selling practicesStay updated on financial regulations, compliance standards, and industry best practices6. Product Knowledge & Continuous LearningMaintain in-depth knowledge of financial products, including insurance, investment, estate planning, and wealth solutionsAttend training, workshops, and certifications to enhance advisory capabilitiesTranslate technical product knowledge into clear client-friendly explanations7. Collaboration & Stakeholder EngagementWork closely with internal teams (product, compliance, operations) to deliver seamless client solutionsCollaborate with specialists (e.g., estate planners, tax advisors) for complex casesSupport team initiatives, campaigns, and business development activities8. Reporting & Performance TrackingTrack and report sales activities, pipeline status, and performance metricsAnalyze conversion rates and client acquisition costs to improve effectivenessMaintain accurate client records in CRM systems
Sales Client Relationship Management
+1

Jadilah pemohon terawal!

Posted
a month ago
Undisclosed

Cheras (Kuala Lumpur), WP Kuala Lumpur

Dekat Stesen Tren
  • Client Acquisition & Business GrowthIdentify, prospect, and engage potential clients through strategic networking, referrals, and targeted outreachDevelop and execute business development strategies to achieve sales targets and revenue growthBuild and manage a strong pipeline of qualified prospects2. Advisory & Sales ExecutionPresent, position, and recommend suitable financial products and solutions based on clients’ needs and objectivesConduct comprehensive financial needs analysis (protection, accumulation, preservation, and legacy planning)Customize proposals and deliver persuasive presentations to drive client decision-making and closure3. Relationship Management & Client RetentionBuild long-term, trust-based relationships with clients through consistent engagement and value-added advisoryProvide ongoing portfolio reviews and updates to ensure alignment with clients’ evolving financial goalsHandle client inquiries, concerns, and service requests in a timely and professional manner4. Market Intelligence & Strategic PositioningMonitor market trends, competitor offerings, and industry developments to identify new opportunitiesProvide insights and feedback to improve product positioning and client engagement strategiesIdentify niche segments and develop targeted approaches for market penetration5. Compliance & Regulatory AdherenceEnsure all sales and advisory activities comply with regulatory requirements and company policiesMaintain proper documentation and adhere to ethical selling practicesStay updated on financial regulations, compliance standards, and industry best practices6. Product Knowledge & Continuous LearningMaintain in-depth knowledge of financial products, including insurance, investment, estate planning, and wealth solutionsAttend training, workshops, and certifications to enhance advisory capabilitiesTranslate technical product knowledge into clear client-friendly explanations7. Collaboration & Stakeholder EngagementWork closely with internal teams (product, compliance, operations) to deliver seamless client solutionsCollaborate with specialists (e.g., estate planners, tax advisors) for complex casesSupport team initiatives, campaigns, and business development activities8. Reporting & Performance TrackingTrack and report sales activities, pipeline status, and performance metricsAnalyze conversion rates and client acquisition costs to improve effectivenessMaintain accurate client records in CRM systems
Sales Client Relationship Management
+1

Jadilah pemohon terawal!

Posted
a month ago
Undisclosed

Cheras (Kuala Lumpur), WP Kuala Lumpur

Dekat Stesen Tren
  • Client Acquisition & Business GrowthIdentify, prospect, and engage potential clients through strategic networking, referrals, and targeted outreachDevelop and execute business development strategies to achieve sales targets and revenue growthBuild and manage a strong pipeline of qualified prospects2. Advisory & Sales ExecutionPresent, position, and recommend suitable financial products and solutions based on clients’ needs and objectivesConduct comprehensive financial needs analysis (protection, accumulation, preservation, and legacy planning)Customize proposals and deliver persuasive presentations to drive client decision-making and closure3. Relationship Management & Client RetentionBuild long-term, trust-based relationships with clients through consistent engagement and value-added advisoryProvide ongoing portfolio reviews and updates to ensure alignment with clients’ evolving financial goalsHandle client inquiries, concerns, and service requests in a timely and professional manner4. Market Intelligence & Strategic PositioningMonitor market trends, competitor offerings, and industry developments to identify new opportunitiesProvide insights and feedback to improve product positioning and client engagement strategiesIdentify niche segments and develop targeted approaches for market penetration5. Compliance & Regulatory AdherenceEnsure all sales and advisory activities comply with regulatory requirements and company policiesMaintain proper documentation and adhere to ethical selling practicesStay updated on financial regulations, compliance standards, and industry best practices6. Product Knowledge & Continuous LearningMaintain in-depth knowledge of financial products, including insurance, investment, estate planning, and wealth solutionsAttend training, workshops, and certifications to enhance advisory capabilitiesTranslate technical product knowledge into clear client-friendly explanations7. Collaboration & Stakeholder EngagementWork closely with internal teams (product, compliance, operations) to deliver seamless client solutionsCollaborate with specialists (e.g., estate planners, tax advisors) for complex casesSupport team initiatives, campaigns, and business development activities8. Reporting & Performance TrackingTrack and report sales activities, pipeline status, and performance metricsAnalyze conversion rates and client acquisition costs to improve effectivenessMaintain accurate client records in CRM systems
Sales Client Relationship Management
+1

Jadilah pemohon terawal!

Posted
a month ago
Undisclosed

Cheras (Kuala Lumpur), WP Kuala Lumpur

Dekat Stesen Tren
  • Client Acquisition & Business GrowthIdentify, prospect, and engage potential clients through strategic networking, referrals, and targeted outreachDevelop and execute business development strategies to achieve sales targets and revenue growthBuild and manage a strong pipeline of qualified prospects2. Advisory & Sales ExecutionPresent, position, and recommend suitable financial products and solutions based on clients’ needs and objectivesConduct comprehensive financial needs analysis (protection, accumulation, preservation, and legacy planning)Customize proposals and deliver persuasive presentations to drive client decision-making and closure3. Relationship Management & Client RetentionBuild long-term, trust-based relationships with clients through consistent engagement and value-added advisoryProvide ongoing portfolio reviews and updates to ensure alignment with clients’ evolving financial goalsHandle client inquiries, concerns, and service requests in a timely and professional manner4. Market Intelligence & Strategic PositioningMonitor market trends, competitor offerings, and industry developments to identify new opportunitiesProvide insights and feedback to improve product positioning and client engagement strategiesIdentify niche segments and develop targeted approaches for market penetration5. Compliance & Regulatory AdherenceEnsure all sales and advisory activities comply with regulatory requirements and company policiesMaintain proper documentation and adhere to ethical selling practicesStay updated on financial regulations, compliance standards, and industry best practices6. Product Knowledge & Continuous LearningMaintain in-depth knowledge of financial products, including insurance, investment, estate planning, and wealth solutionsAttend training, workshops, and certifications to enhance advisory capabilitiesTranslate technical product knowledge into clear client-friendly explanations7. Collaboration & Stakeholder EngagementWork closely with internal teams (product, compliance, operations) to deliver seamless client solutionsCollaborate with specialists (e.g., estate planners, tax advisors) for complex casesSupport team initiatives, campaigns, and business development activities8. Reporting & Performance TrackingTrack and report sales activities, pipeline status, and performance metricsAnalyze conversion rates and client acquisition costs to improve effectivenessMaintain accurate client records in CRM systems
Sales Client Relationship Management
+1

Jadilah pemohon terawal!

Posted
a month ago
MYR2,500 - MYR3,500 Sebulan

Bandar Kuala Lumpur, WP Kuala Lumpur

Dekat Stesen Tren
  • Conducting in-depth client assessments to understand their financial goals, risk tolerance, and investment preferences
  • Developing tailored financial plans that address clients' short-term and long-term financial needs
  • Recommending appropriate investment and insurance products to help clients achieve their financial objectives ...
Financial Planning Client Relationship Management
+1

Jadilah pemohon terawal!

Posted
a month ago