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Wealth Management Advisor – Unit Trust & Bancatakaful - Johor Bharu
Wealth Management Advisor – Unit Trust & Bancatakaful - Johor BharuBank Rakyat Malaysia Berhad • JohorMalaysia, Johor, Malaysia
Wealth Management Advisor – Unit Trust & Bancatakaful - Johor Bharu

Wealth Management Advisor – Unit Trust & Bancatakaful - Johor Bharu

Bank Rakyat Malaysia Berhad • JohorMalaysia, Johor, Malaysia
5 hours ago
Job description

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 fields
  • Experience : Minimum 2 years as Financial Services Sales Executive, Insurance Agent, Unit Trust Consultant, Bancassurance Officer, or Retail Banking Officer
  • Licenses : Must possess CUTE license, TBE certification, Takaful Agent license, or Insurance Representative license
  • Bonus Points for Wealth Management Professionals : Professional certifications (CUTE, TBE)
  • Experience in Islamic banking, Shariah‑compliant products, portfolio management, or private banking
  • Regulatory 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 products
  • Sponsorship for professional certifications in wealth management
  • Internal career progression, prioritizing relationship managers and branch‑level roles
  • Team‑oriented environment with guidance from experienced senior advisors
  • Access to modern banking tools, CRM systems, and financial planning technology
  • Employee recognition programs and exclusive top performer rewards
  • Ready 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.

    #J-18808-Ljbffr

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    Wealth Management Advisor • JohorMalaysia, Johor, Malaysia

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