Personal Financial Advisor

PERSONAL FINANCIAL ADVISOR
Posting Date: 27 Sep 2024 | Close Date: 26 Dec 2024
Job Descriptions:
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 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:
Fresh Graduates with strong interest in financial and sales advisory are encouraged to apply.
A good understanding of banking, investment, and insurance products, mortgage, secured, and unsecured lending products.
Knowledge in Financial Planning/Wealth Management or Retail Banking/Branch Operation.
Enthusiastic to build a good career in sales.
Excellent oral and written communication skills in English and Bahasa Malaysia.
Banking licensing would be an added advantage i.e: PCE/TBE/CEILLI/IPPC/FIMM.
Sub Specialization:Banking and Financial Services; Others
Type of Employment:Permanent
Minimum Experience:1 Year
Work Location:Kuala Lumpur
Salary Range:RM5500 Per month#J-18808-Ljbffr