Hiring for
Personal Finance advisor at Multiple Location in Malaysia
Salary: RM 3000 to RM 5500
Job type: Permanent
Location: Malaysia
Responsibilities- To carry out sales activities to increase sales revenue of basic products (focusing on Life Insurance & Investment)
- Perform sales and marketing for Etiqa, Wealth Management, WM Managed (3rd party) and specific product from Group Retail Financial Services.
- Serve potential Affluent and Potential High Net worth (HNW) segment with the investable asset of RM 250K and below.
- Manage all matters related to Affluent and Potential High Net Worth segments/portfolio assigned to ensure high level of customer service.
- Refer customer in engagement to CSE for fulfillment in the event customer require a loan (mortgage).
- Participate in sales launches and data mining for potential customer and source for new business.
Requirements- A good understanding of the 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.
- Excellence oral and written communication skills in English and Bahasa Malaysia.
- Banking licensing would be an added advantage i.e: PCE/TBE/CEILLI/IPPC/FIMM
Interested, please send over your resume to
[Confidential Information] or call at
60327123119 for a confidential discussion.