Personal Financial Advisor (Nationwide)

Application Dates
Applications open
27 May 2021
Applications closing
27 May 2022
Opportunity Overview
Type Graduate Jobs (Contract)
Location
Nationwide
Start date
Academic requirements
Level of Study
Bachelor degree

As a Personal Financial Advisor, you will be carrying out sales activities to increase sales revenue of financial planning products, building relationships with existing customers focusing on the segment called ‘Privilege’ and also nurturing relationships with new customers.

Job Responsibilities

  • To carry out sales activities to increase sales revenue of financial planning products.
  • To build relationships with existing customers focusing on the segment called ‘Privilege’ and also nurturing relationship with new customers.
  • Perform sales and marketing focusing on life insurance plans and wealth management products such as unit trust, structured deposit and other supplementary products such as credit card, loan and deposit.
  • To refer customers to Consumer Sales Executive (CSE) position in the event they require a loan (mortgage/ASB loan).
  • Participate in sales launches and data mining for potential customer and source for new business.

Job Skills

  • Financial-Analysis
  • Good-Sales-Traits
  • Convincing-Power

Job Requirements

  • A good understanding of the banking, investment and insurance products, mortgage, secured and unsecured lending products.
  • Knowledge in Financial Planning/Wealth Management or Retail Banking/Branch Operation.
  • Enthusiastic to build a good career in sales.
  • Excellence oral and written communication skills in English and Bahasa Malaysia.
  • Banking licensing would be an added advantage i.e: PCE/TBE/CEILLI/IPPC/FIMM.