Executive - IUTA

2 weeks ago


Kuala Lumpur, Malaysia Public Mutual Berhad Full time
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Institutional Sales & Financial Planning Department

Executive - IUTA

Responsibilities Coordinate sales & marketing activities such as new fund briefings, market update sessions and/or client seminars to support the Institutional Unit Trust Adviser (IUTA) distribution channels Conduct training on Unit Trust/Private Retirement Scheme (PRS) products and acts as a mentor in sales related programmes Build rapport and support the IUTA distribution channels by participating in branch visitations, sales review meetings and/or joint fieldworks Keep abreast with unit trust and PRS industry updates  Requirements:

Degree in any discipline Candidates who possess CFP qualifications or FIMM/PRS licences are encouraged to apply Passionate about delivering presentations, training and developing people Possess good interpersonal and presentation skills in English Willing to travel nationwide and work on weekends or evenings when required