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Financial Planning and Strategy Specialist

1 week ago

Kuala Lumpur, Kuala Lumpur, Malaysia Public Mutual Berhad Full time

Public Mutual Berhad is seeking a Financial Planning and Strategy Specialist to join its team. The ideal candidate will have expertise in coordinating sales and marketing activities, conducting product training, and building relationships with clients.

This role involves:

  • Developing and implementing sales strategies
  • Providing product knowledge and training to clients
  • Fostering strong relationships with IUTA distribution channels and Corporate Sales teams
  • Staying updated on industry trends and developments

Qualifications and Skills:

  • Bachelor's degree in a relevant field (Finance, Banking, Marketing, Business)
  • Excellent communication and presentation skills
  • Proficiency in English, with experience in the financial sector advantageous
  • Ability to travel extensively and possess own vehicle
  • Flexibility to work extended hours and weekends as needed
  • CFP certification or FIMM/PR&S licensure a plus