Wealth Consultant

Req ID: 5993- Job Description:

- Responsibilities
- Plan, execute and manage marketing, and sales activities for Fee-Based products to achieve the monthly target.
- Plan and roll out the visitation schedule for both existing and new customers.
- Participate in sales and promotional activities.
- Gather and analyse financial data in order to offer financial advisory services to customers.
- Attend to all customers’ requests and complaints promptly and within the stipulated service level.
- Timely preparation of reports on marketing, sales activities, and performance for Branch Manager / Branch Business Manager.
- Proactively manage and build customer relationships and provide good after-sales service to avoid complaints and attrition.
- Ensure adherence to and compliance with all internal policies, guidelines, and external regulatory requirements.

Specific Skills/Knowledge
- 2-3 years of experience in unit trust or takaful products.
- Acquiring TBE/FIMM certification is an advantage.
- Possess a Diploma/Degree in a related field from a recognised education institution.
- Enjoy meeting people and engaging in meaningful conversations.
- Strong team player, self-motivated, and capable of working independently.