Wealth Advisor - Putrajaya

This job is about selling and advising on wealth management products for Bank Rakyat in Putrajaya. You might like this job because it involves providing financial guidance and building customer relationships.
Salary: RM 5000 - RM 8000
Employment Type: Full-Time
Posted: few days ago
Job DescriptionResponsible for the sales & services of Bank Rakyat products to the customers primarily for Wealth Management products in aiming to increase the Bank's fee base income. To deliver good financial advisory and provide consultations to potential customers and recommend the suitable wealth products that meet the customers' financial objective. To handle the account opening and customers' inquiries on all product related matters as well as to act as customers' point of contact and handle relationship management with the aim to increase the product holding 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 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 Qualification e.g. CIFP, IPCC; are an added advantage
SkillsWealth Management
Experience Level4 - 14 Years of Experience
Job SpecialisationCorporate Finance / Investment, Financial Services & Banking#J-18808-Ljbffr