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Wealth Management Advisor – Unit Trust & Bancatakaful - Bandar Indera Mahkota
Wealth Management Advisor – Unit Trust & Bancatakaful - Bandar Indera MahkotaBank Rakyat Malaysia Berhad • PahangMalaysia, Pahang, Malaysia
Wealth Management Advisor – Unit Trust & Bancatakaful - Bandar Indera Mahkota

Wealth Management Advisor – Unit Trust & Bancatakaful - Bandar Indera Mahkota

Bank Rakyat Malaysia Berhad • PahangMalaysia, Pahang, Malaysia
1 day ago
Job description

Wealth Management Advisor – Unit Trust & Bancatakaful - Bandar Indera Mahkota

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

Essential Requirements for Financial Advisory Roles :

  • 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 • PahangMalaysia, Pahang, Malaysia

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