company-logo-image

Wealth Advisor - Alor Setar

ashley-avatar-image

AI-generated summary

beta

This job is a Wealth Advisor in Alor Setar selling Bank Rakyat's wealth products, providing financial advice, and managing customer relationships. You might like this job because you get to help customers achieve their financial goals while increasing the bank's fee income.

RM 5000 - RM 8000

Alor Setar

Full-Time

few days ago

Job Description

Responsible for the sales & services of Bank Rakyat products to the customers primarily for Wealth Management products in aiming to increase the Bank’s fee base income. To deliver good financial advisory and provide consultations to potential customers and recommend the suitable wealth products that meet the customers’ financial objective. To handle the account opening and customers’ inquiries on all product related matter as well as to act as customers’ point of contact and handle relationship management with the aim to increase the product holding with the Bank. 


Job Requirements

  • Minimum Diploma in Banking / Business Finance / Commerce (or equivalent) or meeting certain criteria set by Wealth Management & Retail Banking 
  • Minimum 3 years working experience in sales position in retail banking, progressive financial services and retail sales experience
  • Possess Takaful / Insurance certification e.g CEILLI, TBE – compulsory
  • Possess Unit Trust license (CUTE) – compulsory
  • Possession of professional Qualification e.g. CIFP, IPCC; are an added advantage 

Skills

Wealth Management
Islamic Finance
Investments
Investor Relations

Additional Info

Company Activity

Last active - few minutes ago

Experience Level

4 - 13 Years of Experience

Career Level

Senior Executive

Job Specialisation

Corporate Finance / Investment, Financial Services & Banking


Company Profile

Bank Rakyat Malaysia -logo-image

Bank Rakyat Malaysia