Senior Executive - Financial Planning
Public Mutual BerhadKuala Lumpur, Kuala Lumpur, Malaysia30+ hari lalu
Penerangan pekerjaanDegree 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.
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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Buat amaran kerja untuk carian ini
Executive Planning • Kuala Lumpur, Kuala Lumpur, Malaysia
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