PERSONAL FINANCIAL ADVISOR - FEDERAL TERRITORY

PERSONAL FINANCIAL ADVISOR - FEDERAL TERRITORY

To carry out sales activities to increase sales revenue of financial planning products.

To build relationships with existing customers focusing on the segment called ‘Privilege’ and also nurturing relationships with new customers.

Perform sales and marketing focusing on life insurance plans and wealth management products such as unit trust, structured deposit, and other supplementary products such as credit card, loan, and deposit.

To refer customers to the Consumer Sales Executive (CSE) position in the event they require a loan (mortgage/ASB loan).

Participate in sales launches and data mining for potential customers and source for new business.

Requirements:

1. Fresh Graduates with a strong interest in financial and sales advisory are encouraged to apply.
2. A good understanding of the banking, investment, and insurance products, mortgage, secured and unsecured lending products.
3. Knowledge in Financial Planning/Wealth Management or Retail Banking/Branch Operation.
4. Enthusiastic to build a good career in sales.
5. Excellent oral and written communication skills in English and Bahasa Malaysia.
6. Banking licensing would be an added advantage i.e: PCE/TBE/CEILLI/IPPC/FIMM.