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Senior Executive - Financial Planning

Senior Executive - Financial Planning

Public Mutual BerhadKuala Lumpur, Kuala Lumpur, Malaysia
30+ days ago
Job description

Empowering the Workforce | Guiding Others to Achieve Their Career Goals

Overview

Direct message the job poster from Public Mutual Berhad

Responsibilities

  • Coordinate sales & marketing activities such as new fund briefings, market update sessions and / or client seminars to support the Institutional Unit Trust Adviser (IUTA) distribution channels.
  • Conduct training on Unit Trust (UT) / Private Retirement Scheme (PRS) products and act as a mentor in sales related programmes.
  • Build rapport and support the IUTA distribution channels by participating in branch visitations, sales review meetings and / or joint fieldworks.
  • Work closely with Public Bank Berhad to approach the Small & Medium Enterprises (SME) customers for Corporate UT & PRS business, and to assist the Bank’s sales staff to conduct corporate presentations.
  • Keep abreast with unit trust and PRS industry updates.

Qualifications

  • Degree in any discipline.
  • Possess good interpersonal and presentation skills.
  • Good command of English and Mandarin.
  • Experience in the financial or banking industry is preferred.
  • Willing to travel nationwide and possess own transport.
  • Able to work beyond normal working hours and on weekends as and when required.
  • Candidates who possess CFP qualification or FIMM / PRS licenses are encouraged to apply.

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    Executive Planning • Kuala Lumpur, Kuala Lumpur, Malaysia