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

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

Bank Rakyat Malaysia Berhad • PahangMalaysia, Pahang, Malaysia

6 jam yang lalu

Penerangan pekerjaan

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 .

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