Senior Executive - Financial Planning

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

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