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
Join Us!
Email to us at
recruitment@publicmutual.com.my
Only shortlisted candidates will be notified.