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Financial Institution Agent
Job Location:
Monthly Salary:
Posted:
2 September 2026 (5 days ago)
Posted:
Application Deadline:
30 November 2026
Application Deadline:
Vacancies:
1 Vacancy
Vacancies:
Job Summary
The Financial Institution Agent is responsible for representing the organizations financial products and services (e.g. banking insurance or investment products) to prospective and existing clients. The role focuses on building relationships driving new business and ensuring clients receive suitable financial solutions in line with regulatory and company standards.
Key Responsibilities
- Prospect acquire and onboard new individual and/or corporate clients for the institutions financial products (e.g. savings/current accounts loans insurance policies investment products)
- Build and maintain strong relationships with existing clients to drive retention cross-selling and referrals
- Conduct needs analysis and financial consultations to recommend suitable products
- Achieve monthly/quarterly sales targets and KPIs as set by management
- Ensure all client interactions and product recommendations comply with relevant regulatory requirements (e.g. MAS guidelines AML/KYC procedures)
- Prepare and submit accurate documentation for account opening loan applications or policy issuance
- Stay updated on the institutions product offerings market trends and competitor activity
- Handle client queries complaints and after-sales service professionally
- Maintain accurate records of client interactions in CRM systems
- Collaborate with internal departments (credit operations compliance) to ensure smooth service delivery
Requirements
Education & Experience
- Diploma or Degree in Business Finance Banking Economics or related field
- Prior experience in sales banking insurance or financial services preferred (fresh graduates may be considered for entry-level roles)
- Relevant certifications preferred/required (e.g. CMFAS modules IBF certifications or local regulatory licensing depending on jurisdiction)
Skills & Competencies
- Strong interpersonal and communication skills
- Sales-driven with a customer-first mindset
- Good understanding of financial products and basic financial literacy
- Ability to work independently and meet targets under pressure
- Proficient in MS Office and CRM tools
- High level of integrity and professionalism given handling of sensitive financial data
What We Offer
- Competitive commission/incentive structure
- Training and certification support
- Career progression opportunities within the institution
Posted by Lian Cher Chieh
License No.: 25C2810EA Registration No: R1217705
Attractive commission
