Wealth Advisor -Coronation Square Johor Bharu

Wealth Advisor - Coronation Square Johor BharuThis job is about selling wealth management products to customers, offering financial advice, opening accounts, and building customer relationships.
You might like this job because it involves helping people achieve their financial goals while earning a fee-based income.
Salary: RM 5000 - RM 8000
Location: Coronation Square Johor Bharu
Employment Type: Full-Time
Posted: Few days ago
Job DescriptionResponsible for the sales & services of Bank Rakyat products to customers, primarily for Wealth Management products, aiming to increase the Bank's fee-based income.
Deliver good financial advisory services and provide consultations to potential customers, recommending suitable wealth products that meet their financial objectives.
Handle account openings and customer inquiries on all product-related matters, acting as the customers' point of contact and managing relationships to increase product holdings with the Bank.
Job RequirementsMinimum Diploma in Banking / Business Finance / Commerce (or equivalent) or meeting certain criteria set by Wealth Management & Retail Banking
Minimum 3 years working experience in a sales position in retail banking, progressive financial services, and retail sales experience
Possess Takaful / Insurance certification e.g.
CEILLI, TBE – compulsory
Possess Unit Trust license (CUTE) – compulsory
Possession of professional qualifications e.g.
CIFP, IPCC; are an added advantage
SkillsWealth Management
Islamic Finance
Experience Level4 - 14 Years of Experience
Senior Executive#J-18808-Ljbffr