Wealth Advisor - Putrajaya

Responsible for the sales & services of Bank Rakyat products to the customers primarily for Wealth Management products aiming to increase the Bank's fee base income.
To deliver good financial advisory and provide consultations to potential customers and recommend suitable wealth products that meet the customers' financial objectives.
To handle 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.Minimum Requirements:Minimum 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.
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