Job Description

Job Purpose

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. 

Others

Undertake other duties and responsibilities as may be assigned by the management from time to time or as and when necessary for the effective realization of the job purpose. 

Job Requirements

Basic Qualification

• 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.

Technical Competencies

• Robust understanding of wealth management and sales strategies in meeting the target set by management
• Ability to work under pressure in meeting deadlines and targets
• Strong sales orientation, networking, and portfolio management skills
• Strong customer orientation with good communication, interpersonal, and presentation skills
• Must be a team player, energetic and result-oriented
• Set and maintain high standards of professionalism, work ethics, and team spirit
• Able to work independently with minimum supervision
• Adequate skills in Microsoft Office and computer applications.
• Strong knowledge in the Wealth Management overview 

Skills