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Executive - Financial Planning

Executive - Financial Planning

Public Mutual BerhadKuala Lumpur, Kuala Lumpur, Malaysia
30+ hari lalu
Penerangan pekerjaan

Direct message the job poster from Public Mutual Berhad

Empowering the Workforce | Guiding Others to Achieve Their Career Goals

Job 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 and Corporate Sales
  • Conduct training on Unit Trust / Private Retirement Scheme (PRS) products and act as a mentor in sales related programmes
  • Build rapport and support the IUTA distribution channels / Corporate Sales by participating in branch visitations, sales review meetings and / or joint fieldworks
  • Keep abreast with unit trust and PRS industry updates

Job requirements

  • Degree in Finance / Banking & Finance / Marketing / Business or any relevant discipline
  • Possess good interpersonal and presentation skills
  • Good command of English. Experience in the financial or banking industry is an added advantage
  • 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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    Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia

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