Wealth Management Advisor – Unit Trust & Bancatakaful - Johor Bharu
Build Your Wealth Management Career with Malaysia's Leading Islamic Bank
Join Bank Rakyat Malaysia as a Financial Advisor and become a trusted Investment Consultant helping clients achieve their financial goals through our comprehensive Unit Trust and Bancatakaful solutions.
What You’ll Do
- Provide comprehensive financial planning consultations for clients, focusing on Unit Trust investments , Takaful protection plans , and Bancatakaful products
- Grow your client portfolio through active networking, referrals, and relationship management
- Perform needs-based selling using strong sales presentation skills
- Ensure timely account opening , application processing, and product inquiries resolution
- Meet or exceed monthly and quarterly sales targets
Who We're Looking For
Education : Diploma in Banking, Business Finance, Commerce, Economics, or Finance related fieldsExperience : Minimum 2 years as Financial Services Sales Executive, Insurance Agent, Unit Trust Consultant, Bancassurance Officer, or Retail Banking OfficerLicenses : Must possess CUTE license, TBE certification, Takaful Agent license, or Insurance Representative licenseBonus Points for Wealth Management Professionals : Professional certifications (CUTE, TBE)Experience in Islamic banking, Shariah‑compliant products, portfolio management, or private bankingRegulatory compliance knowledge (Securities Commission, BNM guidelines, IFSA 2013)What We Offer
Base Salary : RM 3,000 – RM 5,500 for Senior Financial Consultants
Performance‑Based Commission : Eligible upon achieving a 60% sales target
Unlimited Earning Potential : Subject with the achieved sales target
Incentives & Rewards : Annual bonuses (Based on sales target achieved)
Professional Development Allowance : Financial support for Financial Planning certifications
Full medical benefits , including hospitalization, specialist consultations, and emergency care
Optical benefits covering eye tests, prescription glasses, contact lenses, and related treatments
Health screening and wellness programs to support overall wellbeing
Flexible client meeting arrangements within working hours
Continuous Learning & Career Growth
In‑depth training programs on Islamic finance and investment productsSponsorship for professional certifications in wealth managementInternal career progression, prioritizing relationship managers and branch‑level rolesTeam‑oriented environment with guidance from experienced senior advisorsAccess to modern banking tools, CRM systems, and financial planning technologyEmployee recognition programs and exclusive top performer rewardsReady to Launch Your Wealth Management Career?
Apply now and take the first step toward becoming a successful Wealth Management Specialist with Malaysia's premier Islamic banking institution.
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