PERSON IN CHARGE OFFICER (BANKING)

Location: Jalan Tun Razak, Kuala Lumpur (Near MRT TRX)
Salary: RM 2,500 - RM2,600
Qualification: Minimum degree
Experience: Minimum 1 year experience in compliance, administration, wills processing or related field
Working Hours: Monday – Friday, 8:45 AM – 5:45 PM
Contract: 6 months + 6 months (Renewable)

Benefits:

Health insurance
Opportunities for promotion
Professional development

Work Location: In person

About the Role

We are looking for a Person In Charge Officer to join the Sales Support team in Banking Industry. This role focuses on supporting agents throughout the wills writing submission process, ensuring submissions are complete, accurate, and processed smoothly.

Key Responsibilities

Agent Onboarding & Support

Guide new agents through the onboarding process for wills writing submissions.
Provide ongoing support and assist agents with submission-related queries.
Serve as the main point of contact for agents regarding submission matters.

Submission Handling & Verification

Review and verify wills writing submission forms for accuracy and completeness.
Ensure all required documents are properly submitted and comply with internal requirements.
Track submission progress and provide updates to agents.

Coordination & Processing

Coordinate with internal teams, including Legal, Compliance, and Processing, to facilitate smooth submission processing.
Assist in resolving submission issues and follow up on outstanding matters.
Provide support to agents via phone, email, or chat.

Documentation & Compliance

Ensure submissions follow company policies and relevant regulatory requirements.
Maintain accurate records of agent submissions and interactions.
Assist in preparing reports related to submissions, agent performance, and compliance.

For more details, kindly submit your CV to 011-37342182 (Fadhilah) or email fadhilah.n@cxlgroup.com to apply.

Jawatan Kosong With Strong Follow Through di Kuala Lumpur - October 2026

Urus Pemberitahuan

Trust Officer