Unit Trust Sales Representative

As a Unit Trust Sales Representative, you will have the chance to develop your selling and customer service skills in a fast-paced and dynamic environment.

In this role, you will be:

• Assisting our clients to establish their investment objective and promoting Unit Trust products according to their own risk profile
• Promoting other financial planning products (i.e. Bancassurance, Will Writing, Dual Currency and Deposit) to prospective customers and assisting them to meet their short term and long term financial goal
• Performing daily calling from leads provided to secure sufficient daily sales appointments
• Establishes good relationships with branch staff and other departments to encourage strong referrals for continuous business generation

Requirements

• Minimum SPM qualification (possess at least 5 passes including BM) with at least 3 years working experience
• Experience in sales and customer service will be an added advantage
• Result-oriented with desire to sell
• Possess own transport and willing to travel
• Fresh Diploma/ Degree holders are also encouraged to apply. Training in sales & marketing techniques and product knowledge will be provide

Why Join Us?

• We offer exciting possibilities and doors of opportunities will be opened to high performing individuals.
• Our employees are the fundamental building block of the Bank's resilience and long term sustainability. We are therefore committed to nurturing, developing and empowering our talents to ensure that each of them will grow to their greatest potential along side the Bank.
• We hire the most talented people from diverse backgrounds. We value diversity as the wealth of experience and perspectives strengthens our ability to connect with a wide cross-section of customers and build a richer environment for creativity and innovation.

What You Can Get

Our integrated suite of wellbeing programmes designed to enhance the employees’ quality of life and welfare include the provision of:

To encourage employees to strive for career progression, we accord other defined benefits and perks to employees as they progress up the corporate ladder to assume bigger roles and responsibility