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Public Mutual Unit Trust

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. 

Requirements:


  • 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 at
recruitment@publicmutual.com.my

Only shortlisted candidates will be notified.