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Responsible:
- Acquiring and retaining a portfolio of priority clients.
- Cross-selling wealth management products and services to customers.
- Providing exceptional customer service and building strong relationships with clients.
- Contributing to the overall success of the branch by achieving business performance measures.
Role Requirements:
- Minimum of Three (3) years of proven and progressive wealth sales experience or equivalent.
- Strong understanding of financial planning fundamentals
- Excellent communication and interpersonal skills
- Ability to build strong relationships with clients.
- Proven track record in sales and customer service
- Passion for delivering exceptional customer experiences.
- Must possess the required licenses ie. PCE, CEILI, FIMM, TBE & IPPC
Job Type: Full-time
Pay: RM7,500.00 - RM15,000.00 per month
Benefits:
- Health insurance
- Opportunities for promotion
- Professional development
Schedule:
- Monday to Friday
Application Question(s):
- What is your expected salary?
Work Location: In person