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Wealth Advisor - Georgetown

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This job is about selling wealth management products, providing financial advice, and building customer relationships to increase the bank's income. You might like this role if you enjoy helping clients optimize their financial goals.

RM 5000 - RM 8000

Georgetown

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

Additional Info

Company Activity

Last active - few minutes ago

Experience Level

#NoExperienceNeeded

Career Level

Senior Executive

Job Specialisation

Corporate Finance / Investment, Financial Services & Banking


Company Profile

Bank Rakyat Malaysia -logo-image

Bank Rakyat Malaysia