Wealth Advisor - Perak (Greentown & Meru Rakyat)
Full-time
Senior Executive
2 days ago
Job Responsibilities :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 adviso
Job Responsibilities :
- 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.
- To develop and maintain relevant knowledge, skills and behavior to ensure that sales activities are conducted professionally and proficiently.
- Shall be honest and open in all their dealings with customers. This includes behaving in an accountable and trustworthy manner and avoiding any acts that might damage the reputation of, or bring discredit to the Bank at any time
Job Qualifications :
- Minimum Diploma in Banking / Business Finance / Commerce (or equivalent) or meeting certain criteria set by Wealth Management & Retail Banking.
- Minimum 2 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
- 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
Perks & Benefits
- Allowance (travel stipends, transportation, etc.)
- Casual dress code
- Medical insurance
- Personal leave
- Dental insurance
- Vision insurance
- Mental health coverage
- Paid training and development
"Bank Rakyat was established on 28 September 1954 under the Cooperative Ordinance 1948 (known as the Cooperative Societies Act 1993). Today, Bank Rakyat is the biggest Islamic cooperative bank in Malaysia with assets totaling RM89.18 billion as at end of December 2014. The transformation in 2002 of the Bank from a conventional banking system to a banking system based on Syariah has enabled the Bank to record encouraging profits year after year. For the financial year ending 31 December 2014, we have recorded a pre-tax and pre-zakat profit of RM2.16 billion. We continue to expand our product range and customer facilities that are varied and innovative. The products and facilities include consumer banking, commercial financing, savings and investments as well as products of financial planning to satisfy the many demands of a wide spectrum of modern day customers. Efficient delivery channels continue to be expanded and continuously improved. We continue to maintain a friendly corporate image to place us on a sound footing as Your Choice Bank. We have received various recognitions as an industry player and as an outstanding cooperative organization in Malaysia as well as internationally. The Bank is rated sixth in Malaysia and 273rd in the world rankings bestowed by The Banker Magazine's Top 1,000 World Banks survey. Other awards achieved include Best Islamic Bank 2014 - Global Islamic Finance Award (GIFA), CEO of The Year - National Award for Management Accounting (NAfMA) and Best Syariah Programme - MasterCard. As an entity under the control of the Ministry of Domestic Trade, Cooperatives and Consumerism, we are committed to support the mission of the Ministry to consolidate the cooperative sector as the mainstay of economic growth of the nation via all the efforts and steps that we have arranged. To date, we have 148 branches with more than 800 automated teller machines (ATMs) and cash deposit machines (CDM), and 91 Ar-Rahnu X'Change nationwide.
