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Financial Executive

KellyOCG Posted: 16 Month
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Financial Executive 

  • Provide financial protection advisory to PBB customers.
  • Help PBB customers secure their financial future so they can focus on what’s important to them


Your Scope as a Financial Executive Responsibilities:

  • Responsible for marketing Bancassurance products at PBB branches;
  • Build relationships with bank customers for up selling and providing professional personal financial advisory services;
  • Engage in sales & marketing events at the bank;
  • Follow up on policy servicing services to customers (i.e. payment mode, change in plans, trustee appointment, top ups).


  • Candidates that possess at least a Diploma/Degree must have at least 1 year working experience in the related field.
  • Candidates with only SPM qualification must have at least 3 years working experience.
  • Candidates must have passed at least 5 subjects during their SPM examinations.
  • The ideal candidate must enjoy meeting new people and will not hesitate to aggressively canvass opportunities for sales.
  • Good communication and interpersonal skills.
  • Must have good communication skills in Chinese and English.


As per discussions with KellyOCG & AIA teams prior to face to face interview date with PBB.

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