Takaful Specialist, Wealth Management, Consumer

4 days ago

Shah Alam, Malaysia MBSB Full time

Job Responsibilities
- Drive sales and formulate action plans to achieve sales target.
- Conduct presentations and provide consultations / proposals to potential clients in meeting their business and operational needs.
- Build and foster long term and profitable relationships by providing quality and professional customer service.
- Work closely with internal parties in planning new product launches to ensure it meets planned revenue and volume projections.
- Proactively sell company products primarily for wealth management and deposits products.
- Provide referrals of other Bank’s products to relevant parties to ensure an optimal reach of customers and reach achievement of targets set.
- Handle account opening and customer’s inquiries on all products related matter.
- Provide advice on financial planning and perform other service functions, including navigator function, whenever required.
- Act as reference point for Wealth Management solutions and collaborate with other business units in doing sales of banks products to capitalize on the mutually rewarding business relationship.
- Act as customers’ single point of contact and handle relationship management
- Perform Know Your Customer/Customer Due Diligence for financial/non-financial transactions.
- Ensure high standard of customer service in line with the quality and standards set by the Bank

Job Requirements

**Years of experience**:

- Associate 1-3 years.
- Senior Associate 3-5 years.
- Advisor 5 years and above of relevant working experience in banking / financial related field, preferably in wealth management industry / Takaful Specialist.

**Must possess required licensed under MTA ( Malaysian Takaful Association )**:

- Bumi applicant: PCE + CEILI & TBE license.
- Non Bumi applicant: PCE + CEILI license.

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