Personal Finance advisor

Personal Finance advisor

Company Name Confidential
Johor Kuala Lumpur Selangor
2-7 years
Not Specified

Job Description

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.

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