Executive - Financial Planning

2 days ago

Kuala Lumpur, Kuala Lumpur, Malaysia Public Mutual Berhad Full time 80,000 - 120,000 per year

Job 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 and Corporate Sales
  • Conduct training on Unit Trust/Private Retirement Scheme (PRS) products and act as a mentor in sales related programmes
  • Build rapport and support the IUTA distribution channels/Corporate Sales by participating in branch visitations, sales review meetings and/or joint fieldworks
  • Keep abreast with unit trust and PRS industry updates

Job requirements

  • Degree in Finance/Banking & Finance/Marketing/Business or any relevant discipline
  • Passionate about delivering presentations, training & developing people
  • Possess good interpersonal and presentation skills
  • Good command of English. Experience in the financial or banking industry is an added advantage
  • Willing to travel nationwide and possess own transport
  • Able to work beyond normal working hours and on weekends as and when required
  • Candidates who possess CFP qualification or FIMM/PRS licenses are encouraged to apply

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