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Institutional Sales & Financial Planning Department
Senior Executive
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 (UT)/ 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.
- Work closely with Public Bank Berhad to approach the Small & Medium Enterprises (SME) customers for Corporate UT & PRS business, and to assist the Bank’s sales staff to conduct corporate presentations.
- Keep abreast with unit trust and PRS industry updates.
- Degree in any discipline.
- Passionate about delivering presentations, training & developing people.
- Possess good interpersonal and presentation skills.
- Good command of English and Mandarin.
- Experience in the financial or banking industry is preferred.
- 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.
Join Us!
Email to us atrecruitment@publicmutual.com.my
Only shortlisted candidates will be notified.