Executive - Financial Planning

gradmalaysia.com; Kuala Lumpur; On-site; MYR 100,000 - 150,000; Full time

Job summary

A leading financial services company in Kuala Lumpur is seeking a proactive candidate to coordinate sales and marketing activities related to Unit Trust and PRS products. Responsibilities include conducting training sessions, building rapport with distribution channels, and staying updated on industry trends. The ideal candidate should possess a degree in a relevant field and strong interpersonal skills. Willingness to travel and flexibility in working hours are essential. Candidates with CFP or FIMM/PRS qualifications are encouraged to apply.

Qualifications

• Degree in relevant discipline and good communication skills required.
• Experience in financial or banking industry is advantageous.
• Willingness to travel nationwide needed.

Responsibilities

• Coordinate sales and marketing activities for Institutional Unit Trust Adviser.
• Conduct training on Unit Trust/PRS products.
• Build rapport with IUTA and corporate sales.

Skills

Interpersonal skills

Presentation skills

Good command of English

Education

Degree in Finance/Banking or Marketing/Business

Job description

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
• 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